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.

Comprehensive Planning


  • Mutual Funds
  • Annuities
    -   Variable
    -   Fixed
    -   Equity Indexed
  • Managed Accounts
  • 529 and College Savings
  • Stocks, Bonds, etc.
    REIT's, UIT's, ETF, etc.
  • Custom Portfolio Management
  • Investment Advisory Services


  • Retirement Income Planning
  • Surviving Spouse Income Planning
  • IRA/Roth IRA
  • 403B/401K
  • SEP/Simple IRA
  • Annuities (when appropriate)
  • Profit Sharing Plans/ESOP/employee stock plans
  • Early Retirement Strategizing


  • Life
  • Long Term Care
  • Disability
  • Health
  • Annuities

Advanced Planning

  • Estate Planning
  • Business Planning
  • Generaltional & Family Planning
  • Tax Planning*
  • College Planning
  • Retirement Planning (surving spouse)
  • Elder Care/Long Term Care Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

*The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.