Broker Check

What We Do

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.

Investment Planning

<strong>Investment Planning</strong>

Common Stock
Educational & Traditional IRAs
Roth, SEP & Simple IRAs
Brokerage Accounts
Treasury Bills & Notes
Government Securities
Variable Annuity
Charitable Giving



Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Financial Planning

<strong>Financial Planning</strong>

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Asset Allocation
Business Succession Planning