Broker Check

Services and Products We Provide

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.

Individual Services

Life Insurance Planning

Will and Estate Planning

Full Financial Planning

Retirement Planning

College Savings

Long Term Care Insurance

Business Services

Estate Planning

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

Products Offered

Life Insurance

Disability Insurance

Equity Investments

Fixed Income Investments

Alternative Investments

Annuities(Both Fixed and Variable)

Mutual Funds

Individual Stocks and Bonds

Group Insurance Medical/Dental/Life and Disability

Long Term Care 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. | 585-377-4720