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 focus on money management, as well as other issues that are critical to your financial well being.


Common Stocks

Mutual Funds

Exchange Traded Funds

Brokerage Accounts

Traditional IRA

Inherited IRA

Roth IRA


Simple IRA


457 Plan

401(k) Plan

403(b) Plan

529 Plan

Treasury Bills

Government Securities

Variable Annuities

Financial Planning

Comprehensive Retirement Plans

Employer Sponsored Retirement Plans

Education Planning

Debt Reduction Strategies

Tax & Estate Planning

Profit Sharing Plans

Business Succession Planning

Strategic Investment Planning


Disability Income Insurance

Term Life Insurance

Long-Term-Care Insurance

Variable Life Insurance

Index Universal Life Insurance

Whole Life Insurance

Key Employee Insurance

Group Life Insurance

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. |  (301) 694-9784