Broker Check

Financial Services

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.

Wealth Accumulation Strategies

Fee-based Financial Planning

Retirement & Social Security Planning

Education Funding Strategies

Wealth Management

Mutual Fund / ETF Investing

IRA Consolidation / Rollovers / Pension Transfers

Pension Payout Alternatives

Fixed & Variable Annuities

Family & Wealth Preservation Strategies

Life Insurance & Risk Management

Medicare Supplement Coverage

Long-Term Care Insurance

Charitable Giving Strategies

Estate Conservation Strategies

Business Continuation & Key Employee

Deferred Compensation Plans

Executive Retirement Plans

Key Person Life & Disability Insurance

Buy/Sell Agreement Funding

Disability Buy-Out Plans

Retirement Plans & Employee Benefits

401(k), Profit Sharing Plans, 403(b) Plans

Defined Benefit and Defined Contribution Pension Plans


Group Insurance (Health, Life, DI & Dental)

Health Savings Plans

Flexible Spending Accounts

Workplace Education

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. | 240-408-4912