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Products and 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.


Wealth Management Accounts

Bonds (Corporate, Government and Municipal)

Common Stock

Mutual Funds

Closed-end Funds

Exchange Traded Funds (ETF)

Unit Investment Trust (UIT)

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts (Qualified and Non-Qualified)

Variable Annuity/Life

Financial Planning

Retirement Plans

Tax Favored Plans

401(k) Planning

403(b) Planning

529 Plans - All States

College and High School Grad Investment Path

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Strategies for Self-Employed


Disability Income Insurance

Life Insurance

HSA Plans

Long-Term-Care Insurance

Health 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. | (972) 267-7526