Our firm specializes in helping individuals develop sound retirement strategies. If you are retired, approaching retirement, or concerned about your 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, insurances, 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.


Brokerage Accounts

Fee Based Managed Accounts

Stocks – Listed and Unlisted

Bonds – Government or Corporate

Mutual Funds

Exchange Traded Funds (ETF)


Unit Investment Trusts

Annuities - Fixed, Equity, Variable Deferred & Immediate

Real Estate Investment Trusts

Retirement Plans

Individual Retirement Accounts (IRA) – Traditional and Roth

Simplified Employee Pension (SEP)

Profit Sharing



Single 401(k) Plans

Roth 401(k) Plans


Life Insurance

Medical Insurance

Medicare Supplement Insurance

Disability Income Replacement Insurance

Long-Term Care Insurance