Skip to main content

01.Your Best Interests

The Financial Specialists offers comprehensive financial services for our clients following high standards that place your best interests above all else. We are completely independent and impartial with the access and ability to work with many insurance and investment providers. Building and preserving wealth in today’s world can be a difficult course, but it is our firm’s commitment. When our clients are truly confident in their financial stability and begin to live their dreams and accomplish their goals, we have done our job.

02. Specialists in Each Field

We call ourselves The Financial Specialists, or TFS for short, because we have many disciplines available under one roof to help our clients. We also work closely with other experts like CPAs and estate attorneys because we want our clients to be able to make one phone call for all things financial.

03. Our Mission

We strive to create life-long relationships with our clients by focusing on their needs, while providing continued education and support as the foundation of success. Since our firm’s inception, we have been driven by the satisfaction of helping our clients achieve their dreams and financial goals.

The Financial Specialists offers comprehensive solutions through a spectrum of financial services. From investment strategies designed to help grow your wealth, planning for your family’s future and preparing for retirement, we have been helping clients achieve their financial goals for more than 35 years.

Who We Serve

Individuals & Families

Pre-Retirees & Retirees

Business Owners & Executives

Medical Practitioners

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, The Financial Specialists can help you every step of the way. We believe our clients can achieve success through planning. Our specialists work with clients to develop strategies for both the accumulation and distribution phases of their lives.

Our Services

  • Stocks
  • Bonds
  • Mutual Funds
  • CD’s
  • Unit Investment Trusts
  • 529 Education Plans
  • Educational IRA
  • Roth IRA
  • Direct Participation Programs
  • Annuities
Business Services
  • 401(k) Plans
  • Group Life/Disability
  • Group Health Insurance
  • Profit Sharing Plans
  • Key Man Policies
Financial Planning
  • Retirement Plans
  • Personal Plans
  • College Plans – 529, UTMA, Roth IRA, Life Insurance
  • Estate Plans
  • Disability Income Insurance
  • Life Insurance
    • Term
    • Whole Life
    • Universal Life
    • Indexed Life
    • Survivorship Life
    • Long-Term Care Insurance