Broker Check


How We Work

Our firm focuses on 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 Planning

Asset Class Diversification

Principal Protected Savings

Education Savings

Health Care Savings (HSA)

Second Opinions

Portfolio Evaluations


Actively Managed Accounts

Passively Managed Accounts

Mutual Funds

Equities & Preferred Stocks

Exchange Traded Funds (ETFs)

Income Strategies

Retirement Income Strategies

Inflation Defense Planning

Tax Efficient Income Plans

Social Security Optimization

Medicare Optimization

Alternative Investments

Real Estate Interval Funds

Real Estate Investments Trusts

Life Insurance

Term Life

Whole Life

Universal Life

Indexed Life

Long-Term Care (LTC)

Individual/Joint Asset LTC

Premium Based LTC


Fixed Indexed Annuities

Immediate Annuities

Multi-Year Guarantee Annuities

Variable Annuities

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. |  (206) 420-8520