Broker Check


How We Work

Our firm specializes in helping professionals and small business owners develop sound retirement and financial planning strategies.

We collaborate with 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 we work with our clients with the biggest concerns they will face in retirement, such as fear of outliving their money, healthcare cost and needs, and Social Security.

We focus on creating a plan that takes into consideration all the above items, as well as other issues that are critical to your financial well being.

If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.

Investment Planning Tools

Managed Advisory Accounts (Fee Based)

Financial Planning (Fee Based)

Socially Responsible Investing Options

Brokerage Accounts


Mutual Funds

Common Stock

Individual Bonds



Alternative Investments

Traditional & ROTH IRA's

401(k) Rollovers

529 College Savings Plans

Small Business Planning

401(k) Planning

403(b) Planning

457(b) Plans

401(a) Plans

Cash Balance Plans

Solo 401(k) Plans

Profit Sharing Plans

Simple IRA's


Financial Protection

Life Insurance

Long-Term Care Insurance

Hybrid Life / LTC Products

Disability Income 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. or  |  508-329-3331