Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement Planning

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

Personal Lines Insurance - Auto & Home

  • We use the numerous carriers we have available to ensure you have appropriate coverage's to meet your needs at a reasonable price. 

Commercial Lines Insurance

  • Offering an extensive list of coverages to meet all your liability, property, and commercial auto insurance needs. We represent over 100 carriers so you're able to have the peace of mind knowing you are recieving the best coverage at a competitive price. For a list of coverages please click here - LifePoint Group Coverages.

Tax Management

  • Looking for ways to help reduce your current and future tax burden. Referring you to a qualified tax specialist. 

Legal Services

  • Creating or reviewing your wills and trusts. Assisting with business formation and litigation. We can help with beneficiary designations, reducing exposure to estate taxes, and assisting with probate. 

Risk Management

  • Reviewing existing Life and Disability Income Insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 

Education Funding

  • Recommending investment and accumulation strategies to help you fund education for you and / or your children and grandchildren.

Investment Planning

  • Determining your asset allocation needs and helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 

Employee and Executive Benefits

  • Helping your business attract and retain qualified employees by offering benefit packages. 

Registered Investment Advisors