Broker Check

What We Do

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.

Tax Services

Tax Planning and Projections
Income Tax Return Preparation

Risk Management Services

Term Life Insurance
Permanent Life Insurance
Long Term Care Insurance
Disability Income Insurance

Investment Services

Guaranteed Interest Accounts
Variable, Non-Guaranteed Accounts:

Stock Market
Bond Market
Real Estate Market
Money Market
Inflation Sensitive Products

Aggressive Portfolios
Balanced Portfolios
Conservative Portfolios

Retirement Services

401-K, Pension Plans, Profit Sharing Consultations
Retirement Projections
Social Security Coordination
Pension Plan Rollovers to IRA Accounts
IRA Required Minimum Distribution Calculations

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury NotesVariable Annuity

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Insurance

    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.

    [email protected] |  602-867-7977