Broker Check


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.

How To Plan for Retirement

How To Plan for Retirement

Let us help you create your personalized retirement plan. We help you align your finances with your retirement goals. Learn creative ways to generate income with your portfolio, when to take social security benefits and more. We also work with Business Owners and Plan Sponsors to determine optimum Company Retirement Plans.

Strategic Wealth Preservation & Investment Planning

Strategic Wealth Preservation & Investment Planning

We help design the right portfolio for each client using a personalized approach. We work with our clients to find an appropriate balance between their need, ability and desire to take risk and therefore target a rate of return. What rate of return do you need to achieve your goals? What keeps you awake at night? What is your desire and ability to take risk?

Risk Management / Insurance Planning

Risk Management / Insurance Planning

How does risk management relate to insurance? We review and evaluate various types of insurance with our clients, to help protect against certain negative life events. This includes life, disability, long-term care, property & casualty, etc. At the core of our clients’ financial plans is investment management. We base our strategies on scientifically validated investment principles and processes, applied to your unique situation.

Financial planning Client Education

Financial planning Client Education

We believe that our clients feel more empowered and satisfied when they understand and are involved with investment management strategies and trends. Thus, we regularly provide investment management related classes, seminars, events and resources to help educate our clients to the level at which they feel comfortable.


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing 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.  |  775-825-3001