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How We Work

We specialize in helping individuals develop sound retirement strategies, by providing personalized, hands-on service. We educate our clients about financial concepts, taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the challenges of retirement and know that the concern for many is outliving their money. We focus on financial planning & portfolio management and other issues critical to your financial well-being so you don’t have to.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes


Financial Planning

Retirement Planning

Tax Planning

401(k) Planning

403(b) Planning

College Plans

Estate Plans


Long Term Care Insurance

Life Insurance

Disability 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.  |  910-742-0509