We are a local team of financial professionals devoted to serving the men and women who protect our communities.
Like a law enforcement officer or firefighter safeguards the public, we defend you from the uncertainties of retirement with specialized tax, estate and investment management.
Tax laws specific to public safety officers, annuity withdrawal options, §457s, DROP plans and retirement payouts are just a few reasons why specialized financial advice is imperative.
We are not a deferred comp provider, nor do we sell products such as insurance, annuities or loaded funds. We help you optimize your current plan.
We are able to actively manage select plans while you are still working, advise on your retirement, prepare your taxes, and watch over your family with intelligent estate planning.
Side by side, we’ll develop a plan that meets your unique needs and objectives.