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Our Company

Who We Are

The firm was founded by Michael Zulinski CLU,ChFC in 1979 after five years working for a couple of large Financial Service Companies. With the goal of recommending the best solution for our Clients to achieve their financial goals and desires, irrespective of our compensation.

Our Core Values

We adhere to the Holistic Planning concept of Financial Management not just parts but the whole Plan.

What We Do

We specialize in Retirement and Estate Planning yet address many of the other financial and risk management issues that you face in life.

Why We Do It 

We have a passion to help our clients through the various financial situations in life. With proper goal setting and establishing the best method to achieving your goals and desires for your life and for your family with coordinated estate planning.

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