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Services
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your career and financial dreams.
Insurance / Risk Management
Are you covered? Need a quote? Do you have too much? Is it the right kind?
What exactly do you have? How long will it last?
Annuities
We offer fixed annuities and fixed indexed annuities. When appropriate, our third party business associates offer fee-based annuities. For a referral, please reach out to us. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Investments
Investment services and financial advice are offered by Michael Greer, a registered representative and investment advisor representative of LPL Financial. Please ask for Michael Greer.
Career Planning
We get it. You haven't worked with a financial services company that specializes in helping their clients advance their career. We understand your career progression directly impacts your financial security, and we are uniquely qualified to bridge the gap between the two by delivering full service recruiting and job placement services as part of our planning for our clients.
Want to see your blue print?
Begin by creating your confidential career planning profile in our
Career Agency.