Broker Check


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.


Wealth Management Services

Managed Accounts

Mutual Funds

Variable Annuities

Fixed Annuities

Immediate Annuities


Retirement Planning

Retirement Income Planning Strategies

Estate Preservation Strategies

Long Term Care Planning

Special Needs Planning


Whole Life Insurance

Term Life Insurance

Universal Life Insurance

Long-Term-Care Insurance

Disability Income Insurance


Comprehensive Fee-Based Plans

Comprehensive Business Plans

Business Exit Plans

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.   |  864-573-2606