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.


Investments play a key role in preparing for your financial future. We work with you to develop a list of attainable short-term and long-term goals. From there, we strategically build, and actively manage an investment portfolio that will strive to get you there.

Retirement Planning

You can start saving for retirement now. Our team has the knowledge and experience to work with you to define your retirement goals, assess your retirement needs, and create a plan to live retirement well.

Educational Funding

Ensure your children have the resources to achieve the highest level of education. With the capability to offer individualized solutions, our team will give you the ability to provide your children with a foundation for success.

Estate Planning

Prepare to leave a lasting legacy by giving your family a detailed bereavement plan. We work with you to develop a plan that will evaluate gift-giving strategies, weigh trust options, and effectively plan your legacy.

Debt Analysis & Spending Strategies

A financial plan is only as secure as your ability to target spending and effectively manage debt. We work with you to conduct a comprehensive debt analysis to develop spending strategies that allow you to use your money as a tool to shape your future.


Are you covered? Our team of professionals have the knowledge to conduct a comprehensive analysis of your current policies, identify your insurance needs, and have the right kind of protection.

Group HealthCare & Retirement Options

The healthcare system is complicated; offering employee benefits should not be. Let our professionals guide you through your employee healthcare and group retirement options, and keep your team on the path to success.

Long-Term Care & Disability Cost Analysis

Don’t let an injury undermine your financial freedom. Let our specialists guide you through your various long-term care and disability coverage options.

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. |  631-823-1111