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How We Work

Specializing in assisting you develop sound retirement strategies. If you are retired – or approaching retirement – you will have a trusted advisor with you.

Take the mystery out of investing and preserving wealth by understanding the many challenges of retirement today with your personalized financial strategy and hands-on service. Our focus on money management, as well as other issues, are critical to your financial well-being and success.

We welcome you to take some time to explore our website and the wealth of information we have to offer for your future, today.




Brokerage Accounts

Certificates of Deposit (CD)

Exchange-Traded Funds (ETF)

Government Securities

Individual Retirement Accounts (IRA) – Roth and Traditional

Mutual Funds

Real Estate Investment Trusts (REIT)

Savings Incentive Match Plan for Employees (SIMPLE IRA)

Simplified Employee Pension Plans (SEP IRA)


Uniform Gift to Minors

Unit Investment Trusts (UIT)

Financial Planning

401(k) Retirement Planning

403(b) Retirement Planning

College Savings Planning

Defined Benefit Planning

Qualified Retirement Income Planning


Disability Insurance

Life Insurance

Long-Term Care 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.  |  877-741-1140