Broker Check


How We Work

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 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.

Question for you? Would it be helpful to have a professional ask the following question for your decision making process? In light of your past choices , current circumstances and future hopes and dreams what would be the wise thing to do? Would you like an advisor to ask you this kind of question and listen and seek your personal flourishing? Would it also be helpful to approach your estate and legacy from four asset classes: Personal Capital, Social Capital, Spiritual Capital and Financial Capital? Would having a process to engage your personal values be of interest to you and your planning?

Ask me about Zoom Quick Review Planning.

Click here access and subscribe to my You Tube channel



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

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

Hybrid LTC

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. | (407) 644-9411 ext 2