Our Services

While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


       Retirement Accumulation and Distribution

       Investment Management

       Fee-Based Advisory Services

       Insurance Planning

       Tax Management

       Estate Conservation

       Group Retirement Planning for Businesses

       Succession Planning for Businesses



Have Questions about Social Security or Medicare?

Please use the following links to obtain official information.


  • The Social Security Homepage -


  • Find an Answer


  • What You Can Do Online -


  • Windfall Elimination Provision -


  • Government Pension Offset -


  • Order Publications –


  • Find benefits you could get from Social Security


  • Obtaining a Social Security Card -

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.