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Why would a business that believes in “face to face high touch” service and sales have a Web site? I believe the answer is that not every aspect of our profession needs to be “face to face." If I have some information that is time critical for our clients, I need a means to disseminate that information quickly and efficiently. The Internet is an ideal vehicle for doing that. The Web site also serves as a medium to suggest different ideas, products and concepts that may be of use to my clients. The Internet is not going to go the way of the hula-hoop and I believe this fad is here to stay in some fashion. I call this “high technology assisted service!" Our goal in this site is to enhance our extraordinary support and service to our clients in a fashion consistent with my stated goals of being the best in our industry for our people! I will accomplish this by offering competitive products, backed by outstanding service, and implemented by knowledgeable and competent professionals..
Customer Relationship Summary for retail investors
View Our Customer Relationship SummaryHOW WE CAN HELP YOU
Products & Services
529 College Saving Plans
Annuities
Disability Income Insurance
Individual Retirement Account
Investments
Life Insurance
Long Term Care Insurance
Mutual Funds
Trust Services
Our History
Employee Benefits
Financial Management
Protect Your Business
Retirement Planning
Succession Planning
Individuals & Families
Family and Life Changes
Preparing for the Future
Unexpected Hardships
Wealth Accumulation
Including all "Products & Services"

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