How We Work

Our firm focuses on 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.


Fee-Based Advisory Accounts

Brokerage Accounts

Mutual Funds

Individual Stocks


Employer plans - 401(k) / 403(b) / 457(b)

Traditional IRAs

Roth IRAs


529 Education Accounts



Alternative Investments

Financial Planning

3 Ways To Engage:

  1. Comprehensive Fee-Based Financial Plan
  2. Subscription Service (Monthly Fee)
  3. Targeted Need Based Analysis

Retirement Income Planning

College Planning

Estate Planning

Financial Plan Stress Tests

Business Succession Planning


Life Insurance

Term Life

Whole Life

Universal Life

Long Term Care

Hybrid Long Term Care

Disability Income

Business Insurance

Buy Sell Agreements

Key Man Insurance

Mortgage Protection

Family Protection

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.