Broker Check

Products & Services

We provide assistance in the following areas:

Investments

  • Fee-based investment advisory platforms
  • Equities securities (common and preferred stocks)
  • Fixed income securities (US and global bonds)
  • Mutual funds, exchange traded funds, and closed-end funds
  • Unit Investment Trusts and Real Estate Investment Trusts
  • Municipal bonds
  • Tax-advantaged investment strategies
  • 529 Plans
  • Alternative investment and hedging strategies
  • Retirement Plans
  • Traditional IRAs and Roth IRAs
  • Variable Annuities

Financial Planning

  • Budget Planning and Debt Management
  • Savings Planning
  • Education Planning
  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Comprehensive Risk Management Plan with Insurance
  • Estate Planning

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Health Insurance
  • Long-Term-Care Insurance
  • Medicare Planning and Medicare Supplemental Insurance

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

    Budget Planning and Debt Management

    Savings Planning

    Education Planning

    Retirement Planning

    Investment Planning

    Comprehensive Risk Management Plan with Insurance

    Estate Planning

    Investments

    Fee-based Investment Advisory Platforms

    Equities Securities (common and preferred stocks)

    Fixed Income Securities (US and global bonds)

    Mutual Funds, Exchange Traded Funds, and Closed-End Funds

    Unit Investment Trusts and Real Estate Investment Trusts

    Municipal Bonds

    Tax-Advantaged Investment Strategies

    529 Plans

    Alternative Investment and Hedging Strategies

    Retirement Plans

    Traditional IRAs and Roth IRAs

    Variable Annuities

    Insurance

    Disability Income Insurance

    Life Insurance

    Health Insurance

    Long-Term-Care Insurance

    Medicare Planning and Medicare Supplemental 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.

    [email protected] |  704-732-0051