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

Exchange Traded Funds

Unit Investment Trusts



Structured Products

Brokered CDs

U.S. Treasury Securities

Small Business Retirement Plans

401(k) Plans

403(b) Plans

457 Plans

SOLO 401(k)s

Defined Benefit Plans


Simple IRAs

Profit Sharing Plans

Money Purchasing Plans

ESOP Plans

Account Offerings

Traditional IRAs

Roth IRAs

Individual Accounts

Joint Accounts

College 529 Savings Plans

529 Able Savings Plans


Revocable Trusts

Irrevocable Trusts

Special Needs Trusts


Disability Income Insurance

Life Insurance

Long-Term Care Insurance

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

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. |  304-905-0538