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Our Services

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.


Fee-based asset management services

Mutual Funds

Retirement Planning


401(k) plans


Simple Plans

Pension/Profit sharing plans

Estate Planning

Business ownership succession planning

Charitable remainder trusts

Insurance needs analysis

Education Planning

529 plans

Coverdell education IRAs


Insurance audit

Fixed and variable life insurance

Long term care insurance

Fixed and variable

Tax & Accounting



Estates & trusts

Business advisory services

IRS and state tax resolutions

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. | (256) 413-9000