First Repsonders


As a first responder, you’ve dedicated your career to serving your community. In emergencies large and small, when the public needs help, they often look to you. Now, it’s our turn to help. To help secure your future, we’ll work with you to identify your financial goals—whether you want to maximize your pension, evaluate life insurance, address your beneficiaries’ needs, or assess how your pension might impact your social security benefits. Then, we use our knowledge and experience to build a plan that makes you feel secure. Let us show you how.

Common Services

  • Estate Planning
  • Asset Protection
  • Charitable Planning
  • Disability and Extended Care Needs
  • 401(k) and IRA Rollovers
  • Wealth Management
  • Financial Planning
  • Pension Planning