Broker Check

Services Provided

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.

We provide the following:

  • Independent, unbiased advice
  • No proprietary investments
  • Full disclosure of all fees
  • Offering choices so that clients can make fully informed decisions
  • 19+ years experience in investment industry, spanning up & down markets

Customized Investment Management

Charged on a fee-basis (% of assets in account)

Investment Banking, Alternative Investments and traditional brokerage available

Access to Institutional Money Managers

Tax-Managed Investing

    Business Planning

    Consulting Services focused on achieving business goals

    Customized retirement plan design which allows for greater contributions for an owner compared with standard designs

    Tax efficient strategies for rewarding, recruiting, and retaining key employees

    Utilize pretax dollars to pre-fund post retirement medical expenses

    Lending services available

    Hourly Advice

    Retirement Income Needs Analysis

    Investment Research

    401k Asset Allocation

    Cash Flow Planning

    Insurance Analysis & Review

    Business Succession Planning

    Charitable Giving Analysis

    Estate Planning

    College Planning

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