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. We 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.

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. 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.

Retirement & Education Planning 

Project Retirement Needs 

Generate Income Strategies 

Minimize Tax Liabilities 

IRAs (Traditional, Roth, SEP, and Simple), Qualified Plans (401k and 403b), Private Pension Plans, Defined Benefit Plans, Deferred Compensation Strategies,  

Educational Plans (529 and Coverdell) 

Investment Planning, Analysis, and Coaching 

Develop Financial Plan 

Review Recommendations 

Allocate Assets 

Mutual Funds, Stocks, Bonds, Annuities, Oil and Gas Limited Partnerships, REITs,  

Money Markets, Treasury Bills and Notes 

Risk Management Planning 

Plan for Potential Illness, Disability, Long Term Care, or Premature Death 

Life Insurance, Disability Insurance, Long Term Care Insurance,  

Key Person Life Insurance