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


Corporate Bonds

Municipal Bonds

Certificate of Deposit

Trust Accounts

Educational IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning 

    Investment Planning

    Employee Stock option planning

    Retirement Planning

    Income Tax Planning

    Annual Gift Tax

    College Planning/ 529 Plans

    Planning Your Financial Future

    Retirement Planning

      401K Plans

      Traditional IRA

      Roth 401(k)

      Roth IRA

      403(b) Plans

      Profit Sharing Plan

      Defined Benefit Plan

      Simple IRA

      SEP IRA



      Life Insurance

      Long-Term-Care Insurance

      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.   |  904-327-8000