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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Since 1992 our years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Financial Strategy

We offer insurance and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client`s needs above all others and demands uncompromising integrity in every aspect of our business conduct.


We are dedicated to the success of our associates. We constantly strive to enable them to be of greater service to their clients. It is our objective that each associate be a highly competent professional, respected for technical knowledge, product knowledge and commitment to professional growth through continuing education and service to the community.

Special Topics

*Not offered through Massachusetts Mutual Life Insurance Company (MassMutual).

Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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