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.


ETF's, Mutual Funds

Bonds - Corporate, Municipal

Stocks, Common, Preferred 

Treasury Bills, Treasury Notes

Government Securities


Structured Notes

Investments can be held in: 

Brokerage Accounts

Educational, Coverdell IRA

Traditional or Roth IRA


Variable Annuity

Financial Planning

Retirement Planning (Saving)

Retirement Income Planning (Spending)

Tax Planning

College Funding

Estate & Legacy Planning

Charitable Gifting

Family Protection Strategies

Long-term Care Planning

401k and 403(b) Planning

Business Owner Solutions

Business Continuity 

401k, SEP, SIMPLE Plans

Business Succession 

Key Executive Benefits

Deferred Compensation

Stock Options

Money Purchase Plans 

Keogh Plans

Defined Benefit Plans 

Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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. 251-6128