Products and Services

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 assistance in the following areas:


Tax Free Municipal Bonds


Mutual Funds

Federally Insured Certificates of


Government Securities

Retirement Planning

401k, 457, 403B, Pension Plan

Rollover Services

IRA Plans

529 Plans for College

Educational IRA

Probate Avoidance

Proper Beneficiary Designation

Asset Allocation

Insurance Planning

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.   |  913-334-5100