How We Work

We work in three different ways with our clients: (1) Asset Management, (2) Financial Planning, and (3) Hourly Consultations. Please contact us and we will fully explain how we work. We put a lot of emphasis on being transparent and showing you our options up-front to avoid any surprises or conflicts of interests. 

We work with successful individuals/families. Tend to be high character individuals that are high income earners. Our focus is professionals, entrepreneurs, and retirees (or close to retirement). 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.



Common Stocks

Preferred Stocks

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Advisory Accounts

Fixed & Fixed-Index Annuities

Variable Annuities

Financial Planning

Retirement Planning

Tax Management

Estate Planning

Risk Management

Education Planning

Employee and Executive Benefits

401(k) Planning

403(b) Planning

457 Planning

Money Purchasing Plans

Profit Sharing Plans

Social Security & Medicare Planning


Disability Income Insurance

Life 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. 384-1390