Products and Services
Financial Planning for All Your Needs
Wealth
Management
Financial Investment Team (FIT) provides comprehensive wealth management services.
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Retirement Planning: Accumulation & Distribution
We believe that it’s never too late to start planning for retirement.
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Life & Long
Term Care Insurance
Life insurance can be one of the best financial investments you make.
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Medicare &
Health Insurance
Not covered by an employer provided health insurance plan?
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Education Planning
Financial Investment Team (FIT) can assist you by providing a range of college saving options to create a solution for future education expenses that meets your needs.
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Estate Planning
Estate planning involves preparing for how your assets will be transferred or disposed of in the event of your death.
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Tax Planning & Preparation
Financial Investment Team (FIT) offers corporate and individual tax return preparation services to our managed investment clients.
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Get personalized financial planning
Chart your course to financial security. Let’s discuss your financial goals.