Our Services

Jeff serves individuals and businesses in all areas of financial planning including:

  • Investment management
  • Retirement planning
  • College funding
  • Tax-reduction strategies
  • Estate planning and preservation
  • Asset protection through insurance
  • Employee benefit plans

First taking the time to analyze your current financial situation, Jeff listens to you to determine your unique insurance and investment needs. 

When developing a customized financial program, he will walk you through a step-by-step process that is designed to make you feel confident in your decisions.  Once your goals have been established, he will customize appropriate strategies designed to suit your vision and objectives and to bring you and your employees more security.