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Products & Services

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 

    Savings Planning

    Tax Planning

    Education Planning

    Retirement Planning

    Investment Planning

    Insurance Planning

    Estate Planning


    Fee-based Investment Advisory Platforms

    Equities Securities

    Fixed Income Securities

    Alternative Investment and Hedging Strategies

    Tax-Advantaged Investment Strategies

    Education Saving Plans (e.g.529 plans)

    Retirement Plans


    Health Insurance

    Life Insurance

    Disability Income Insurance

    Long-Term Care Insurance

    Medicare Planning

    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. |  704-732-0051