How We Work

Our firm focuses on 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.

Personal Services

  • Life
  • Health
  • Disability
  • Long Term Care Options
  • Investment Strategies
  • 401(K) Rollover
  • Roth & Traditional IRA's 
  • Estate Conservation
  • College Funding
  • Mortgage Protection
  • Charitable Giving
  • Medicare Supplements

Business Services

Group Benefits

  • Health 
  • Life
  • Short & Long Term Disability
  • Dental
  • Vision
  • Long Term Care Options
  • Medicare Supplements
  • Section 125 Administration


  • 401(K)
  • 403(B)
  • Simple IRA
  • SEP's
  • Profit Sharing
  • Employee Stock Ownership Plans

Business Insurance

  • Buy/sell
  • Key Person
  • Deferred Comp
  • Executive Bonus
  • 412(E)


  • Payroll Deduction Program
  • Life
  • Cancer
  • Critical Care
  • Disability
  • Accident
  • Long Term Care Options
  • Dental/Vision
  • Supplemental Health Programs. 

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. |  (740) 920-4424