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How We Work

Financial planning is not a do-it-yourself project. You need a sounding board and access to specialists that have your best interests in mind. As a fiduciary I am bound to ensure that your needs always come first.

We can help you build an emergency fund, protect your family from a financial disaster and help you save for retirement.

If you are retired – or approaching retirement then you have different needs for this next stage of life. ROI - Return on Investment becomes secondary to your needs for ROI that is Reliability of Income. We take a long look at your individual situation and offer personalized, hands-on service. We can show you creative ways to think about your financial future 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.



Mutual Funds

Bonds, Corporate and Municipal

Common Stock, Preferred Stock

Treasury Bills, Government Securities

Treasury Notes


Financial Planning Strategies

401k Planning

Educational IRA, Coverdell 

IRAs - Traditional, Roth, Nondeductible, Self-Directed, Spousal

Brokerage Accounts

College Funding

Estate Planning

Charitable Gifting

Legacy Planning

Life Insurance, Hybrid Insurance 

Disability Income Insurance

Long-term Care Insurance

Business Owner

Business Continuity Planning

Retirement Plans - 401k, SEP, SIMPLE Plans

Business Succession Planning

Key Executive Benefits

Deferred Compensation

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. | (508) 292-0392