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 have been the cornerstone of my foundation of success.
Retirement planning includes identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. It's never too early to start planning - GAMMI is now 3 generations deep with client retirement planning and the future looks bright!
Active Money Management can help you and your family find the right insurance to fit your unique situation. From basic health care plans, to full service Long-Term Care Insurance needs, our firm will simplify choices and provide a range of options to fit your budget.
Let Active Money Management help you find the right investments to fit your risk-tolerance profile. Whether you are a veteran trader or just getting your toes wet, our TEAM will work with you at YOUR level.
You have worked hard and tirelessly to leave behind something tangible for your family. Let our Team help you protect the future you want to leave behind for your loved ones with informative estate planning.
Our tax team, Shooting Star, works with us to give our clients an easy, painless tax preparation experience.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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