Broker Check


How I Help My Clients

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. 

We serve individuals and businesses in all areas of financial services, including:

Risk Management

  • Life insurance
  • Disability income insurance
  • Long term care insurance
  • Individual health insurance
  • Estate planning strategies 

Wealth Accumulation Services

  • Mutual funds
  • Managed accounts
  • Fixed and variable annuities
  • Traditional and Roth IRAs
  • College education planning

Business Continuation

  • Buy-Sell funding
  • Disability buy-out
  • Key employee insurance
  • Business overhead insurance
  • Business loan protection.

Executive Benefits

  • Deferred compensation
  • Bonus plans
  • Split-dollar plans
  • Executive carve outs
  • Selective executive retirement plans

Qualified Retirement Plans

  • 401(k) and Individual 401(k),
  • Profit sharing plans
  • Defined benefit plans

Group Benefits

  • Medical
  • Life
  • Vision
  • Dental
  • Long & short term disability plans
  • Multi-life long term care plans
  • Voluntary benefits.

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. |  832-255-8246