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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.

Some of the services we offer: 

Investment Products & Services

Our investment products and services will help you achieve your financial goals at every stage of your life.

Retirement Planning

Because there is more to life than work, we will work with you to develop strategies to create the type of retirement lifestyle you desire. Additionally, we will assist you in realizing your retirement goals on schedule.

Risk Management Analysis

By helping you discover the risks to your financial security due to unexpected circumstances such as pre-mature death, disability, or failing health, we can help mitigate these risks by crafting risk transfer strategies that may utilize various life, health, disability and long term care insurance products.

Estate Planning and Wealth Transfer

We will help you develop strategies to transfer the maximum amount of your wealth to your beneficiaries or favorite charities, while utilizing tax efficient* strategies to minimize losses due to transfer taxes and administration costs.

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.

For more information about our firm and the services we offer, call the office. We would welcome the opportunity to speak with you.

 (904) 642-7022