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Services & Pricing

How We Work

Our firm specializes in helping families, individuals and business owners develop sound financial strategies to improve their lives now and in the future. If you are retired, approaching retirement, just now making retirement savings a priority or maxmizing your employee benefits – 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.

Financial Planning

Financial Planning Programs 

Money Coaching

Behavioral Money Habits

Goals Based Planning

Retirement Planning

Retirement Income Planning

Long Term Care Planning

Disability GAP Planning

Life Insurance Planning

Major Purchase Planning

Cash Flow Analysis

Net Worth Analysis

Corporate Retirement Plan Review

Tax Planning

401(k) Planning

403(b) Planning

College Planning

Estate Planning Strategies

Profit Sharing Planning

Business Planning


Fee Based Managed Portfolios

Investment Allocation

Mutual Funds



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Fixed Annuity

Fixed Index Annuity

Variable Annuity


Employee Benefits

Group Health Insurance
Group Dental Insurance
Group Vision Insurance

Group Disability Insurance

Group Life Insurance

Group Ancillary Insurance Products 

(Accident, Critical Illness, Cancer, Hospital Indemnity, Emergency Transport)

Group Retirement Plans

(401(k), Simple IRA, SEP IRA)


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance

Medicare Supplements

Student Athletic Insurance