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Go Your Own Way with Life Insurance, Annuities & More

You have goals; we have expertise. Together, we can chart a course to your financial success.

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"Murph" Is Your Local Financial Guy

"Murph" Is Your Local Financial Guy

Stephen J. Murphy spent several years as an investment advisor at Merrill Lynch in the financial services industry. He can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, he can help you put together a plan – with minimal hassle and maximum results. 


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our History

Years of experience have prepared us to guide you through life's transitions.


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WHAT MURPH HAS TO SAY


  • “It's vital in our initial meeting that I seek to understand what it is my clients value.”
  • “From there it's all about outcomes.”
  • “We design a specific plan so that our clients can sleep well at night.”

TELL US HOW WE CAN HELP YOU TODAY

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