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How We Work

Relationships are an integral part of our social and business communities. The depth and quality of these relationships go a long way in supporting the goals that we all strive to reach. That is why we are proud to tell you that when you partner with our firm for financial guidance, you are entering into a relationship with an experienced financial advisor who is dedicated and knowledgeable and working with you to achieve your best interest.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Financial Coaching

Budgeting and Savings

Debt Management


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 1.833.411.MYFA (6932)