Our Services

We serve individuals and businesses in many areas of financial planning.

Business Services

Employee and Executive Benefits
By working with your business on both insurance and retirement plans, Dustin can help you put together a benefits package that will fit your business's needs while attracting and keeping qualified employees.

Health Insurance Consulting
Dustin works with Blue Cross, United Healthcare, Signa, and Etna. In working with these companies, Dustin finds himself in a unique position to help you in finding the best plan for your business and your employees.

Retirement Plans
Whether you are looking for a 401(k), 403(B), a SIMPLE IRA, or an Individual 401(k), Dustin helps you find the right fit.

Financial Planning for Individuals

Investment Planning
By thoroughly exploring your risk tolerance and planning objectives, Dustin puts together a clear plan to help you reach your long and short term goals.

Retirement Planning
Dustin reviews any existing accounts, and helps you find the right fit. Different plans may include IRA's, annuities, life, and health insurance. Dustin is also happy to review and give advice on your 401(k) and include it in your comprehensive plan.