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Products & 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.


Roth IRA

Traditional IRA


Simple IRA

529 College Plans

Educational IRA

Brokerage Accounts

Government Securities

Variable Annuity

Fixed Annuity

Mutual Funds

Socially Responsible Funds


Group Retirement Plans

403(b) plans for Education, Healthcare and Nonprofit Organizations

401(k) plans

457 Deferred Compensation plans

Money Purchase Plans

Profit Sharing Plans

Social Security/Medicare Planning


Life Insurance

Disability Income Insurance

Long Term Care Insurance

Voluntary Group Benefits

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.   |  805-773-8819