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.

Investments

  • Advisory Services
  • Institutional Investment Managers
  • Individual Stocks and Bonds
  • Fractional Shares
  • Mutual Funds and ETF's
  • Traditional, Roth, and SEP IRA's
  • Government and Municipal (tax-free) Bonds
  • Fixed, Variable, and immediate Annuites

Financial Planning

  • Personal Retirement Planning
  • 401(k) Planning and Assistance
  • 403(b) Planning and Assistance
  • College Savings Plans (529)
  • Estate Planning
  • Business Retirmement Plans

Insurance

Group and indivdual:

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance