Broker Check

What We Offer

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.


529 Plan

Alternative Investment Strategies

Brokerage Account

Certificate of Deposit

Common & Preferred Stock

Custodial Account

Educational Account

Exchange Traded Funds

Real Estate Investment Trusts

Roth IRA



Traditional IRA

Unit Investment Trusts


Financial Planning

1031 Exchange

401(k) Planning

403(b) Planning

Life Insurance

Charitable Giving Plan

College Planning

Estate Planning

Financial Plans

Holistic Financial Planning for Small Business/Families

Opportunity Zone Strategies

Profit Sharing Plan

Social Security Planning

Tax Planning Strategies


Buy Sell Agreement Life Policies

Cross Purchase Life Policies

Disability Income Insurance

Long-Term-Care Insurance

Term Life Insurance

Variable Life Insurance

Whole Life Insurance

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.      |       (850) 385-2300