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.

Financial Planning

Written Financial Plans

Fee Based Services

Retirement Planning

Education Funding

Estate Planning

Charitable Giving

Asset Management

Asset Allocation

Asset Selection

Quarterly Review and Performance Analysis

Business Services

Executive Benefits

Employee Benefits

Business Succession Planning

Qualified and Non Qualified Retirement Plans


Life, Disability & Long Term Care Insurance

Fixed, Indexed & Variable Annuities

Mutual Funds

Exchange Traded Funds

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.   |  (803) 548-8875