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.


Selling a Small Buisness

Asset Managment

Pension, IRA and Annuity Programs

Tax Advantaged Investments

Commercial Mortgage Consulting


Common Stock

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Income & Lifestyle Planning

Goals Based FInancial Planning

How to Handle Inheritance

Leaving a Legacy

Providing College Education

Estate Planning

Small Buiness and Self Emloyed Retirement Plans

Tax Plans

Capital Gains Deferral

401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans


Disability Income 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. |  570-296-9494