OUR SERVICES

We specialize in investment strategy, retirement planning, rollover services and lump sum investments. The personalized and specialized quality of service that we offer our clients sets us apart from other financial services firms. With our dedication to bringing honesty and integrity to each client’s portfolio, our entire staff is committed to providing long-term relationships with exceptional service.

COMPREHENSIVE FINANCIAL STRATEGIES & TOOLS

  • Life Insurance
  • Investment Strategy
  • Asset Allocation
  • Variable Annuities
  • Mutual Funds
  • Portfolio Analysis
  • Estate Planning
  • Social Security Planning Strategies
  • Long-Term Care

RETIREMENT PLANNING

  • Income Replacement
  • Projection of Lump Sum/Cash Balance
  • Understanding 401(k) Choices
  • Retirement Plan Options at Age 55
  • Review of 72(t) Options