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We are fiduciaries. We work in the best interests of our clients.

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.


Corporate Bonds

Common Stock

IRA Accounts

Traditional, Roth, SEP, SIMPLE IRA's

Treasury Bills & Notes

Government & Municipal Securities

Private Equity

Specialized Credit

Real Estate

Variable Annuities

Financial Planning



Risk Management

Retirement Planning

Roth IRA Conversion


Income Distribution

Tax Planning

Business Finances/ Investments

College Plans

Estate Plans

Corporate Retirement Plans

401(k) Plans

403(b) Plans

Individual (Solo) 401k

Fiduciary Services

Non-qualified Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Advanced Insurance/ Business and Estate

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.  |  770-436-4097