OUR FOCUS IS ON FAMILY

Customized Solutions for tax savings and wealth accumulation

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SAVINGS AND TAX PLANNING

Proven strategies for long term growth

Having worked with families since 1987 you are in good hands. From your peak earning years through to estate preservation, we will put your finances in order for the long term.

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PERSONAL INSURANCE

The Protection You Need

As an independent broker of insurance services for more than thirty years, you are in good hands. We go to market for your life, disability or critical illness insurance to assure you the best product for the premium.  No medical - guaranteed issue insurance has gained in popularity and for obvious reasons.  Some people just do not like visiting the doctor, some people have medical issues that worry them.  In any case, some coverage is better than no coverage..