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Our Services

What Do We Offer?

Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax planning, budgeting, and much, much, more

My goal is to help families, retirees, and small business owners grow their retirement income. This is done by aiming to lower their fees and expenses, grow investments tax deferred and in some cases tax free. Implement programs to manage the downside risk with proper portfolio diversification. Last find money to help students go to college with tax free dollars.*

My personal practice centers on handling three types of individuals:

  • Retirees
  • Small Business Owners (under 100 employees)
  • Blue collar worker

*Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    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.   |  608-396-6600