How We Work

Our firm specializes in helping individuals, families, high net worth individuals, and small business owners develop sound financial and 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.

Financial Planning

Retirement Plans

Retirement Strategies
401 (k) Rollover
403 (b) Rollover
College Saving Plans
*Estate Planning
Wealth Transfer
Asset Protection

Pension Maximization

*Attorneys prepare the documents

Insurance Services

Disability Income Insurance

Accidental Death Insurance

Life Insurance - Term Life / Whole Life/ Universal Life/ Variable Life

Key Person Insurance
Buy-Sell Insurance
Group Benefits Insurance
Long-Term Care Insurance
Critical Illness Insurance
Group Health Insurance
Medical Supplement Insurance
Major Medical Insurance

Short Term Medical Insurance

Medicare Policies

Small Business

Volunteer Employee Benefits

Group Health Insurance

Group Term Life Insurance

Disability Overhead Insurance

Tax Saving Strategies 

Buy-Sell Agreements 

Succession Planning

Pension Risk Transfer

Executive Deferred --

Compensation Plans   



Mutual Funds
529 College Savings Plan
Traditional IRA
Roth IRA
Simple IRA
Fixed Annuities
Variable Annuities
Indexed Annuities 

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.   |  304-935-2230