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 Management

Advisory & brokerage accounts

Mutual Funds

Exchange-Traded Funds (ETF’s)

Index Funds

Individual common stock

Individual bonds

Structured notes

Variable Annuities

Fixed & Indexed Annuities

Cash

Financial Planning

Goals & objectives

eMoney

Monte Carlo analysis

Retirement

Tax planning

Estate planning

Life insurance

Risk management

401(k) planning

College planning

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.