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.

Investment Services

Mutual funds

Common stocks

Variable annuities

Fixed annuities

Fixed index annuities

Certificate of Deposits (CDs)

Alternative Investments

ETFs and ETNs

Fixed Income


Structured Products

Unit Investment Trusts

Financial Planning

Retirement Planning

Long-term Care Planning

Estate planning


401(k)/403(b) Plans


SEP Plans

Traditional/Roth IRAs

Rollover IRAs

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.  |  (808) 762-0045