How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – 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

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Strategies

Tax Management Strategies

Investment Management

401(k) Planning

403(b) Planning

College Plans

Estate Conservation

Money Purchasing Plans

Profit Sharing Plans

Insurance

Health / Medicare Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, call the office. We would welcome the opportunity to speak with you.