Broker Check

Our Services

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.

Retirement Planning

  • Do you know how much savings you need to produce retirement income?
  • How long will your income last?
  • Will it be enough?

Investment Management

  • How are your investments performing?
  • Is your asset allocation appropriate for your goals and risk tolerance?
  • Do you know what you are invested in?

Cash Flow Planning

  • Is your monthly savings going to reach your goals?
  • How much retirement income must you produce do maintain your lifestyle?

Business Planning

  • Do you have a business plan?
  • Are achieving your business objectives?
  • Is your business growing?

Estate Planning

  • Is your estate structured to minimize estate taxes?
  • Does your estate have liquidity to address possible estate taxes?

Tax Preparation and Planning

  • Are taking advantage of all the deductions that may be available to you?
  • Are making the proper filings?
  • Are paying penalties and interest due to procrastination?


  • Is your business keeping the books up to date?
  • Do you know where the business revenue is going?

Accounting Services

  • Do you need assistance in evaluating a business opportunity?

Insurance Needs

  • Is your family protected if the primary breadwinner were to die?
  • Do you have enough protection to replace your income for your loved ones?

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.   |  251-621-4901