Broker Check


How We Work

Our firm focuses on 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 planning and preserving wealth.

Although we do not provide tax or legal advice, we are happy to work with your tax professional and estate planning attorney to help you reach your goals.



Common Stocks

Mutual Funds


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Alternative Investments

Financial Planning

Retirement Plans

Tax Strategies*

401(k) Plans

403(b) Plans

College Plans

Estate Plans

Money Purchase Plans

Profit Sharing Plans

Deferred Compensation Plans

Pension Plans


Disability Income Insurance

Life Insurance

Long-Term-Care 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.   |  678-584-2220