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.
Investments
Investment Management
Bonds
Tax-Free Municipal Bonds
Mutual Funds
Annuities
Single 401K
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Financial Planning
Investment Management*
Retirement Plans
Education Funding
Insurance Analysis
Tax Plans
Mortgage Analysis
Charitable Giving
Cahs Flow Planing
403(b) Planning
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Mentoring of children, spouses and heirs on how to be repsonsbile stewards of wealth
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Rigorous Needs Analysis
Business Planning
Business Succession Planning
401K Education
Intellectual Property Issues
Protecting Key Employees
Advice on how to realize the equity in your business