Broker Check


How We Work

The advisors at our firm specialize 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.

Individual Planning

Investment Portfolio Review

  • Portfolio Analysis
  • Managed/WRAP Accounts
  • Fixed Income Products

Retirement Needs Analysis

  • Social Security Review
  • Retirement Income Planning
  • Bucket Planning

Financial Overview

  • Cash Flow Analysis
  • Budget Planning
  • Debt Management
  • Insurance Analysis

Estate Planning

  • Estate Tax Analysis
  • Review of Wills
  • Charitable Giving
  • Legacy Planning
  • Beneficiary Review

Education Funding

  • 529 College Plans
  • Cash Value Life Insurance
  • Coverdell Education Accounts

Business Planning

Business Continuation Planning

  • Individual Life Insurance
  • Buy-Sell Agreement
  • Key Person Insurance
  • Insurance Analysis

Employee Benefits

  • Health Insurance
  • Life Insurance
  • Disability Income Insurance
  • Dental and Vision Insurance

Retirement Plans

  • 401(k) and Profit Sharing Plans
  • SIMPLE Plans
  • Simplified Employee Pensions (SEPS)
  • Payroll Deduction IRAs
  • Annuity Checkup

Executive Benefits

  • Traditional Deferrred Compensation Plans
  • Section 162 Plans
  • Supplemental 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.