Broker Check


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 Management

There is no "one size fits all" plan when it comes to investing.  I custom tailor each plan to my client's individual needs and goals. I primarily utilize the following investment vehicles:

  • Brokerage Accounts
  • Advisory Accounts
  • Roth IRAs
  • Traditional IRAs
  • Simple IRAs
  • SEP IRAs
  • Educational Savings Accounts and 529's
  • Mutual Funds
  • Annuities

Insurance Planning

The world is full of risks.  Let us help you plan proactively to protect you and your family.

  • Permanent Life Insurance
  • Term Life Insurance
  • Life/Long Term Care Hybrid Insurance
  • Disability Insurance
  • Long Term Care

Subscription Based and Flat Fee Financial Planning via AdvicePay

This type of planning might make the most sense if you are just beginning your career, want help managing your 401k, or seeking guidance with specific areas of your financial plan but want to manage your own investments.  For a nominal monthly charge or single fee service you will have a licensed professional available to assist you along the way.  You will receive a full service plan with access to our client portal, invitations to educational events, and guidance specialized to you. 

  • Budget and Cash Flow Analysis
  • Debt Elimination and Action Plan
  • Emergency and Cash Flow Planning
  • College Calculator and Analysis
  • Pension Maximization 
  • ROTH Conversion Analysis
  • 401k Optimization and Allocation 
  • Social Security Analysis
  • Retirement Income and Success Analysis
  • Business Planning
  • Estate Planning 
  • and More

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. 273-2171 ext 205.