Broker Check


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.

Our priority is you

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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Employee Benefits

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


Voluntary Programs

(100% employee paid)


FSA, HRA & HRA Plans

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.   |  856-436-0900