Broker Check

Services

Our firm is committed to helping people interested in achieving financial security and establishing the ability to retire with confidence.  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, taxes, estate conservation, and preserving wealth.

We understand the many challenges of retirement today. We know the biggest concern for many is outliving their money. We focus on wealth management, as well as other issues that are critical to your financial well being.

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. 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.


Wealth Management 

  • Retirement Planning
  • Social Security Maximization
  • Durable Income Monitoring
  • 401(k) Re-allocation
  • Banking Services


Investment Management

  • Portfolio Review
  • Risk assessment
  • Active management
  • Household Endowment Model 


Estate Planning

  • Trust / Will / POAs Creation
  • Annual Reviews
  • Document Updates
  • Estate Settlement


Tax Services

  • Preparation / Filing
  • Ongoing Education
  • Tax Strategies
  • Audit Services 


Insurance (Auto, Home, Life, Disability, Long-term Care...)

  • Efficiency Study
  • Company Selection
  • Legacy Planning
  • Annual Reviews