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.


Model Wealth Portfolios

Bonds including Treasuries, Municipal and Corporate

Exchange Traded Funds (ETF)

Mutual Funds

Common Stocks

529 College Savings Plans

Traditional IRAs

Roth IRAs


Simple IRAs

401(k) Retirement Plans

Variable Annuities

Financial Planning

Retirement Planning

Social Security Planning

401k Planning

College Planning

Estate Planning

Money Management

Money Purchasing Plans

Profit Sharing Plans

Trust Services*


Term and Whole Life Insurance

Variable Annuities

Variable Universal Life Insurance

Long Term Care Insurance

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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