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While our practice expertly provides clients with a lifelong plan for financial success, we are proud to specialize in aiding with handling life-changing events, such as job changes, unexpected death of a loved one, saving for college, and planning for the work-optional retirement years. Our team understands that it is more than simply facts and figures involved in designing a successful financial plan – getting to know the “why” is sometimes more important than getting to know the “how”. 

We begin our process by getting to know a prospective client and understanding that we are all on the same page. We believe that outlining expectations between a client and an advisor is a key component to a successful relationship. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Please take a look at the services that we offer, listed below. If you feel that you could benefit from our help, please see our Contact page for details on how to get in touch with us.



Brokerage Accounts

Managed Accounts

Common Stock + Bonds

Mutual Funds

Exchange Traded Funds 

Government Securities

Variable Annuities

Fixed Annuities



Educational IRA

Roth IRA


Simple IRA

401 (k) Plans

403(b) Planning

 Traditional IRA

Profit-Sharing Plans

Financial Planning

Financial Planning

Tax Strategies

College Plans

Estate Plans

Pension Maximization

Social Security Strategies

Charitable Giving

Cash Flow Analysis 



Health Insurance (Business/Individual)

Medicare Planning

Disability Income 

Life Insurance

Long-Term-Care Insurance

Business Key Person Insurance

Group Life Insurance

Life-Changing Events

Job Change


Birth of Child



Death in the Family


Learn more

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. | (845) 343-2244