Invest with Assurance

We can help you plan a bright future!

Invest with Assurance

We can help you plan a bright future!

About Us

Planning Futures

Since 1999, we have helped clients create programs and portfolios in the hopes of meeting long-term financial goals. Have questions about investments, retirement, and/or estate planning? Give us a call and make an appointment for a complimentary consultation.

A Proven Approach

We believe that Financial Planning is a process that includes goal-setting, review of current financial conditions, practical analysis, and the development of an action plan. Our mission is to assist clients in the management of their financial resources through financial planning and investment services. Additionally, our focus for the individual or small business owner is in helping them attempt to secure the most beneficial retirement plan for their business.

Why Us?

For over thirty five years we have experienced the same life events that families face today. Going to college, getting married, buying a home, raising children, helping them through college while at the same time striving to save for a comfortable retirement. Having experienced all of these events, we believe, gives us a great advantage when helping our clients prepare for the same.

Services

Individual & Family Services

We are an independently owned full-service broker* that offers products and services to fit the needs of our clients. We can help with:

Financial and Retirement Planning
College Savings 529 Plans
ROTH IRA's
Wealth Management utilizing Alternative Investments
Life Insurance

Small Business Services

Whether you are a single business owner or have numerous employees, we can develop a Retirement Plan that is best suited for your business and help guide you through the application process. We can help with:

SIMPLE and SEP IRA's
Single 401(k)
401(k) Profit Sharing Plans
403(b) Plans
Cash Balance/Defined Benefit Plans

Are you confused on what path to take for retirement? If you would like to get started in the right direction, please give us a call and make an appointment for a complimentary consultation.