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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.


Fee Based Asset Management Services

Mutual Funds



Variable Annuities

Fixed Annuities

Financial Planning


Roth IRA

College Planning

Estate Planning

Tax Planning

Retirement Planning

Qualified Retirement Plans including

401(k) Plans

403(b) Plans


Simple IRA Plans

Tax Planning

Individual and business tax return preparation

Business startup, Counsel & Corporate Taxes

Small business accounting and payroll services

Trust, gift and estate tax returns

IRS & state tax audits


Life Insurance

Long Term Care Insurance

Disability Income 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. | (717) 656-7544