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Services Offered

How We Work

Our firm specializes in two primary areas - young professionals looking to navigate early retirement goals; and retirees looking to preserve their assets from Long Term Care costs without using insurance. 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 Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Cutting edge technology that allows us to serve you better.

Our Process

Are your current investments appropriate for your risk level? Let's find out... 

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Professional financial planning for what lies ahead. 

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would be glad to speak with you.   |  (608) 234-5734