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Products and Services

Our advice is designed for you personally. Your goals. Your dreams. Your needs. We assist our clients in many areas of their financial lives and partner with other professionals to provide superior advice and direction.

*Financial Planning

  • Retirement Planning
  • Retirement Income Planning - Helping Retirees Spend Their Money
  • Investment Strategies
  • Executive Benefit Planning
  • Business Owner / Closely Held Business Planning
  • Divorce Financial Planning (
  • Elder Care Planning Issues
  • Estate Planning
  • Income Tax Planning
  • College Planning
  • Protection Planning

Our Wealth Management Strategies utilize comprehensive portfolio development, asset allocation strategies and comprehensive risk analysis. The following is a sample of the investment tools we use in implementing the strategies:

*Investments & Accounts

  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Common Stock
  • Bonds
  • Unit Investment Trusts (UIT)
  • Alternative Investments
  • Variable Annuities
  • 529 Education Plans
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Many Other Small Business Friendly Plans

After reviewing the risk management needs in our client’s individual situations, we can implement the advice utilizing one of several, competitive insurance brokerage partners in the following insurance lines:


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance