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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.

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Retirement Planning

Traditional IRA

Roth IRA


Simple IRA

401 (k)

403 (b)

Money Purchase Plans

Profit Sharing Plans

Defined Benefit Plans

Financial Planning

Retirement Planning

Investment Planning

Insurance Planning

Education Planning

Tax Plannning

Estate Planning

Financial Management

Goal Planning

Tax Strategies

Donor Advised Fund

Charitable Trusts

Tax Loss Harvesting

Roth Conversions

Investment Tax Diversification


Mutual Funds



Common Stock

Government Securities

Real Estate Investment Trusts (REIT)

Separately Managed Accounts (SMA)

Unit Investment Trusts (UIT)

Brokered CDs

Advisory Accounts

Brokerage Accounts

High Net Worth

Asset Based Lending

Advanced Planning

Structured Notes

Direct Indexing

Private Capital

Diversifying Concentrated Stock Positions

Business Planning

Employer Retirement Plans

Employee Benefits

Business Succession

Deferred Compensation

Employer-Owned Life Insurance

Estate Planning

Legacy Planning

Charitable Giving



Estate Taxes


Life Insurance

Disability Income 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. | 801-893-6798