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Covering Your Financial Bases

Our services help provide peace of mind in these major financial areas:

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We're ready to serve you whether you want to start a portfolio from scratch or you need help with managing your current investments, including 401ks and other retirment plans.

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As an independent agency covering Health (including Medicare), Life, Property and Casualty, we can find a policy suitable for your specific needs.

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Tax Preparation

April 15th comes every year.  We can prepare your individual or small business return and e-file it if your return is eligible.

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