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.

Strategies

Educational IRA
Traditional IRA
Solo 401K
Roth IRA
SEP IRA
Simple SEP
Fixed Annuity
Indexed Annuity
Life insurance
Debt Elimination
Indexed Universal Life
Fixed Universal Life

Financial Planning

Retirement Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Charitable Remainder Trusts

Insurance

Indexed Universal Life
Fixed Life Insurance
Term Life 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.

Contact Us Today