How We Work

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.

Investments

  • Mutual Funds
  • Stocks
  • Corporate Bonds
  • Municipal Bonds
  • Certificate of Deposit
  • Trust Accounts
  • Educational IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Investment Planning
  • Employee Stock option planning
  • Retirement Planning
  • Income Tax Planning
  • Annual Gift Tax
  • College Planning/ 529 Plans
  • Planning Your Financial Future

Retirement Planning

  • 401(k) Plans
  • Traditional IRA
  • Roth 401(k)
  • Roth IRA
  • 403(b) Plans
  • Profit Sharing Plan
  • Defined Benefit Plan
  • Simple IRA
  • SEP IRA
  • RMD’s

Insurance

  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance