Broker Check

Services

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.



Portfolio
Management

Access a premier full-time portfolio manager through your brokerage account.  Select Individual Stocks, Individual Bonds, ETF’s, Mutual Funds or Alternative Investments as your preferred investment vehicle.  We provide access to third-party money managers or in-house investment management.

Employer & Employee Sponsored Retirement Plans

401(k) Safe Harbour

Traditional 401(k)

Roth 401(k)

SEP IRA

Simple IRA

Traditional & Roth IRA's



Financial
Planning

Are you on track for your short & long term goals?  A complete financial plan helps to direct where your hard earned resources should go.  Want to take the “what if?” out of retirement?  We can analyze your likelihood of success and make necessary adjustments to ensure you will arrive at your destination.




Insurance

Protect what you have and the people you care about

 Protect your business and your most important assets, your employees 

 Generate income for yourself or others in a tax-efficient manner

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.