Personal Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our firm.

Financial Planning

We create strategies that are tailored to your needs and goals.

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Planning for a Comfortable Retirement

We'll help you reach a comfortable and enjoyable retirement.

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Protect the Ones You Love

We'll create a strategic protection plan so you don't have to worry about your loved ones in your absence.

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Preparing for College

We'll work with you to plan and save for your children's education.

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Long Term Care

The importance of thinking ahead.

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Disability Income Insurance

Giving you a peace of mind for the unpredictable moments in life.

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Protection for Auto and Homeowners

We provide auto and homeowner's insurance* along with all the other financial services, saving you time and money.

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Meet the Personal Planning Team

Marikay Flemming

Marikay Flemming

Firm Life Products Director

[email protected]

Lisa Griffin

Lisa Griffin, CFP^®

Financial Planning Director

[email protected]

Terry Sprow

Terry Sprow

Investment Director

[email protected]

David Levine

David Levine

Firm Disability Income Director

[email protected]

*Auto and home insurance is offered by unaffiliated insurers