Broker Check

Services

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.

<strong>Investments</strong>

Investments

401 (k) Rollover

Brokerage Accounts

Government Securities Funds

Mutual Funds

Managed Accounts

529 College Investment Programs

Roth, SEP & Simple IRAs

Tax Free Bond Funds

Traditional IRA

Variable Annuities

Educational IRA

<strong>Financial Planning</strong>

Financial Planning

Asset Allocation Planning

College Plans

Money Management

Profit Sharing Plans

Retirement Income Planning

Fee Based Financial Planning

401 (k) Planning

403 (b) Planning

Deferred Compensation Plans

<strong>Insurance</strong>

Insurance

Disability Income

Life Insurance

Long Term Care

Buy-Sell Insurance

Insurances for Businesses

Key-Man Life Insurance

Critical Illness Insurance