Our firm focusing 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 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.

Our Useful Features & Services

Investments: Stocks/Bonds, IRA's, Annuities, Government Securities

Financial Planning: Retirement Accts, 401(k) & 403(b), Profit Sharing, College & Estate plans

Insurance: Life, Long Term Care, Disability, Medicare, Supplemental Health

Business Solutions: Business Valuations, Group Benefits, Succession Planning, Key Man, Bonus plans

Vetted Business


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