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 have developed a proprietary process to help client A.C.H.I.E.V.E. financial independence. 

Individual Planning

Retirement & Estate Planning

  • Wealth Management
  • Needs Analysis
  • Retirement Planning
  • Stretch IRAs
  • Charitable Gifting Plans
  • Financial Analysis & Consultation
  • Estate Planning


  • Stocks, Bonds, Mutual Funds
  • Exchange Traded Funds
  • Real Estate Investment Mutual Funds
  • Annuities
  • Traditional IRA
  • 401(k) Rollover
  • College Education Funding

Insurance & Asset Protection

  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance (LTC)

Business Planning

Retirement Plans

  • 401(k) Plans
  • Individual(k) Plans
  • Non-Qualified Deferred Compensation Plan
  • 403(b) Plans
  • Pension Plans
  • Profit-Sharing Plans
  • Simple IRA

Insurance and Risk Management

While it is important to focus on what may go right in your life, it is also crucial to protect yourself if something should go wrong. Our insurance specialists identify risks that could impair your financial situation and develop strategies for you to consider in an effort to reduce your exposure of financial loss from life event risks.

Cost effectively transferring risk may be prudent to minimize the financial damage of a catastrophic, unanticipated event. Our goal is to improve your financial confidence by making sure you are adequately protected while prudently managing your financial resources.

Some of the ways we utilize insurance in the wealth planning process would include:

  • LIFE: Provides for income replacement, business succession funding and estate planning through a vehicle that may be income tax and estate tax free, if properly structured.
  • DISABILITY: Protects your earnings in the event of your inability to work prior to financial freedom. Disability coverage insures your access to income when it is needed.
  • LONG-TERM CARE: Provides financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care.

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. | (412) 301-7526