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Our Philosophy     Insurance Services

 Our Philosophy

Investment Philosophy includes Resource Planning:  A section that covers life resources

Health Insurance
Life Insurance
Dental Insurance
Vision Insurance
Estate Planning

Sample Portfolios (Provided as an example only)

Starting Young

Aggressive:Long term investor who wants high growth and doesn't need current income.

Moderate: Individual who is longer-term investor, doesn't need current income and wants reasonable and relatively stable growth

                                                                  The working years

Conservative: Individual who wants current income and stability and is not concerned about increasing the current value of their investments

Preserving wealth

Early Retirement

Individual is looking for current income and a high degree of stability in their investments.