Our 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.

We offer a broad suite of products to align with your unique needs.

Investments Services

401 (k)


Mutual Funds

Educational Plans

Individual Retirement Accounts

Simple IRA

Pension Plans

Alternative Investments


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Education Planning 

Account & Legal Referrals


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance