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A One Stop Shop For All Your Financial Needs

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 educate our clients about financial concepts and products, and take the mystery out of retirement, investing, insurance, estate planning, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money and how they will pass on a legacy to future generations. We focus on your financial well-being so that you may focus on LIFE.




Mutual Funds


Money Market Accounts

Brokerage Accounts

Variable Annuities

Fixed Annuities

Government Securities

Financial Planning

Traditional & Roth 403(b)

Traditional 457 Deferred Compensation

Pension Maximization

Social Secuity Maximization

Self-Employed Retirement Planning

Traditional & Roth 401(k)

Traditional & Roth IRA

College Planning

Tax Minimization

Estate Planning


Life Insurance

Long-Term-Care Insurance

Health Insurance

Disability Income Insurance

Mutual Fund Families

Mutual Fund Families

See the full list of mutual fund families we are able to offer.

Full List
Insurance Comapny Annuities

Insurance Comapny Annuities

See the full list of insurance companies we are able to offer annuity contracts through.

Full List

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