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.

Investment Planning

  • Investment Research and Analysis
  • ETF’s, Mutual Funds, Stocks, Bonds
  • 529 College Plans
  • Annuities

Retirement Planning

  • Contribution Maximization
  • Traditional and Roth IRA
  • Roth Conversion
  • Employer Sponsored Plans (401k,     403b,  457)
  • Defined Benefit Plans

Risk Management&Insurance Planning

  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Liability Protection

Tax Planning

  • Tax Loss Harvesting
  • Tax Analysis
  • Tax Drag
  • Turnover Ratio

Estate Planning

  • Wills
  • Trusts
  • Charitable Gifting
  • Family Gifting

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. | (805) 481-0430