OUR SERVICES

Financial Planning
Access to a comprehensive look at your complete financial picture.

Retirement Planning
To design an investment strategy to help you pursue all
of your retirement goals.

Retirement Income Planning
Help protect and maximize your income during retirement.

Rollovers
We specialize in 401(k) rollovers.

Small Business Retirement Plans
Whether it is a SEP, SIMPLE, or 401(k) plan, you can expect your plan to be prudently administered.

Education Planning
Set up an education portfolio for your children or grandchildren for their higher education dreams.

Estate Planning Services
For preservation of wealth from generation to generation.

Life Insurance
No matter what stage of your life, we can provide a wide
array of life insurance products.

Long-Term Care Insurance
In addition to traditional premium long-term care insurance,
we offer alternative options to pay for long-term care costs.

Investment Portfolio Analysis
To keep you informed of how your investments are performing and to make adjustments as needed.

Preferred Portfolio Services® (PPS)
Access to fee-based asset management through Commonwealth Financial Network®, a Registered Investment Adviser.

Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.

Important Information About Your Advisor

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IA,IL,IN,KY,MI,MN,MO,MS,NJ,NV,OR,UT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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