Broker Check

How We Work

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.


             Managed Accounts

                           Mutual Funds  

                           ETFs (Exchange Traded                                 Funds)

                           Brokerage Accounts

                           Traditional IRA

                           Roth RA

                           Variable Annuities               

                           SEP IRA

                           Simple IRA
                           Common Stocks



Financial Planning

                   Retirement Plans

                   Tax Plans

                   401(k) Planning

                   403(b) Planning

                   College Plans

                   Estate Plans

                   Money Purchasing Plans

                   Profit Sharing Plans


                Disability Income Insurance

                Life Insurance

                Long-Term-Care Insurance