Broker Check

Products & 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.



Mutual Funds

Bonds, (Corporate and Municipal),

Laddered Bond Portfolios

Common Stock, Preferred Stock

Structured Notes


Treasury Bills, Treasury Notes,

Government Securities


Financial Planning

Financial Second Opinions

Retirement Plans

Retirement Distribution Income Planning

Tax Reduction Strategies

401(k) and 403(b) Planning

Education Funding

Legacy Planning

Charitable Gifting Strategies

Money Purchasing Plans

Profit Sharing Plans

Account Types

Managed Accounts, Personal Money Managers

Variable, Fixed and Indexed Annuities

Traditional, Roth, SEP and Simple IRAs,

Nondeductible, Self-Directed, Spousal

Brokerage Accounts

Educational & Coverdell IRAs


Life Insurance

Long-term Care Insurance

Hybrid Policies

Disability Income Insurance

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. |  860-314-0423