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.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Money Purchasing Plans
Profit Sharing Plans
We provide innovative solutions for your group benefit needs through comprehensive plan evaluation and cost analysis. Providing the best benefits considering your employees needs while being mindful of budget and cost.
Comprehensive Renewal & Employer Contribution Analysis
Group Medical, including Fully Insured, Self-Funded, & P.E.O. Plans
Dental, Vision, Disability, Telemedicine, & Employee Assistance Programs
Short & Long Term Disability Programs for Employees & Key Persons
(100% employee paid)
FSA, HRA & HRA Plans
firstname.lastname@example.org | 856-436-0900