Services

We specialize 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.

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Investments

    Bonds

    Common Stock

    Educational IRA

    Traditional IRA

    Roth IRA

    SEP IRA

    Simple IRA

    Brokerage Accounts

    Treasury Bills

    Government Securities

    Treasury Notes

    Variable Annuity

    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    For more information about the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.