Our Services

Our firm is in the business of providing financial services; we work intensively with Trust officers, CPAs and Attorneys... frequently playing a key role in finding strategies for our clients tax and estate problems and in taking advantage of their existing financial opportunities.

We offer a FREE, no obligation, analysis of your current financial situation called the "One Hour Financial Manager." This process will help you establish your overall objectives, your specific goals and just how well you are achieving them! The next step will be to discuss the benefits of our working together. Our goal is to help our clients save on taxes and other expenses!

Why not contact us to request your Free "1 Hour Financial Manager Report" and see for yourself how planning can help you achieve your financial goals?

Some of the services we offer through Securities Service Network, LLC: Retirement Planning, Estate Conservation, College Funding,  Investment Planning, Charitable Giving Strategies, Life Insurance.