Investment

• Investment Management
  Jennifer Brown joined us in 2011, bringing experience from office management and the co-owner of Custom Kitchen Creations, a kitchen remodeling company.  This experience and attention to details lends itself to investment management and client service.  Jennifer is an alumni of the Monroe Chamber Leadership Monroe Program, is an active volunteer for the Community Foundation of Monroe County including sitting on their finance committee, as well as serving as an Ambassador for the Monroe Chamber of Commerce.  Jennifer has a passion for helping people to make smart choices with their money while navigating life’s many obstacles and planning for a happy, healthy retirement.
• Wealth Management
  We work with individuals to create and maintain harmony within the four main quadrants of their financial health; cash flow planning, wealth management, tax optimization and estate preservation.

Planning

• Financial Planning
  •    We use third party money managers.   They charge a fee to your account based on the assets under management.  They share that fee with us so that we can do the financial planning and account review with you.  We also make money in commissions from insurance products that we sell.
• Long Term Care
  We look at your entire financial picture to make sure that there are no holes.  As an independent firm, we are able to work with a wide variety of insurance companies to find solutions for your needs.  We help clients with gaps in life insurance coverage, disability, long term care, and we help our clients find health insurance that works for them.