421 Penbrooke Drive
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.
Life Insurance Planning
Will and Estate Planning
Full Financial Planning
Long Term Care Insurance
Business Continuation Plans
Corporate Qualified Retirement Plans -401K Plans -Simple Plans -Profit Sharing Plans -and alike
Key Executive Benefit Plans
Employee Benefits -Group Medical/Dental/Life -and Disability
Fixed Income Investments
Annuities(Both Fixed and Variable)
Individual Stocks and Bonds
Group Insurance Medical/Dental/Life and Disability
firstname.lastname@example.org | 585-377-4720