Products & 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.

I provide assistance in the following areas:


Fee Only Managed Portfolios

Asset Allocation Models

Mutual Funds




Common Stocks

Government Securities

Variable and Fixed Annuities

Account Types

Advisory Accounts

Brokerage Accounts

Traditional IRA

Roth IRA


Simple IRA

Education IRA

Financial Planning

Retirement Planning

401(k) Planning

403(b) Planning

Profit Sharing Plans

Estate Plan Guidance


Group Health Insurance

Disability Income Insurance

Long Term Care Insurance

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. | 435.770.4164

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