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(401) 383-0551

What Fulfills Us
Why We Do It

Why We Do It

We strive to build long-lasting relationships with our clients, offering education and guidance.

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What We Do

What We Do

We offer a full range of investment and financial services and have access to a wide array of products.

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How We Do It

How We Do It

As an independent firm, we are committed to offering complete objectivity and professional advice.

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Financial & Estate Planning

Financial & Estate Planning

We view Financial Planning and Estate Planning having two different purposes in the process of planning, they are very different, but they have commonalities, and are definitely intertwined with each other.

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Investment & Advisory Services

Investment & Advisory Services

You have choices in the way that you wish to invest, some firms believe in one or the other, we believe that you should have the choices and have opted to establish a hybrid model. One that you have control, on which path that you want to take, sometimes both, but we believe that you should have control.

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Insurance

Insurance

Whole Life Insurance, Variable Life Insurance, Indexed Life Insurance, Universal Life Insurance, Term Insurance, Long Term Disability, Short Term Disability, Health Insurance, Medicare Supplements, Annuities, Indexed Annuities, Variable Annuities, it goes on and on and on.

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Property & Casualty Insurance

Property & Casualty Insurance

Our firm also has a specialty in Property and Casualty Insurance. Both Commercial lines insurance, for anything related to your business, if you have one, to Personal Lines, for anything you need protected on the personal side of your exposure.

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"Financial freedom is available to those who learn about it and work for it.

Robert Kiyosaki

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