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Our Services

How We Work

Our firm specializes in helping individuals seek to 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 strive to 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.


Individual Stocks


Mutual Funds

Exchange Traded Funds (ETFs)

Unit Investment Trusts (UITs)


Treasury Bills

Treasury Notes

Government Securities

Fixed/Variable Annuities

Financial Planning

Comprehensive Asset Evaluation

Retirement Planning

Traditional, Roth, SIMPLE & SEP IRA’s


Profit Sharing Plans

529 College Savings Plans

Estate Planning

Portfolio Review

Account Rebalancing


Life Insurance

Long-Term-Care Insurance

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. | (601) 271-9004