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.

I have assembled a team of experienced, reliable and trustworthy professionals that include a CPA and Estate Attorney, who work with me in addressing my client’s tax and legal issues.


Annuities - Fixed and Variable

Equities - Stocks, Mutual Funds, ETFs

Common Stock

Educational IRA

Traditional IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Individual Investor/Small Business

Retirement Planning - Traditional and Roth IRA's 401K, 403B, SEP, SIMPLE

Fixed Income - Certificate of Deposit, Corporate Bonds, Tax-Free Municipal Bonds

Tax Plans

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

Health Insurance

Disability Income Insurance

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. 923-1707