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Dedication to Service 

We have dedicated our practice to helping people retire successfully. We want to see you live out your passion in retirement, living life to the fullest. To help you get there, we handle all the financial aspects of preparing for retirement from developing a comprehensive financial plan and designing a customized income distribution strategy to asset management, tax planning, Social Security planning, wealth transfers and life insurance strategies.

In addition to specialized technical knowledge, what separates our firm from all the rest is our service and the quality of the long-standing relationships we form. Because we get to know you well – your personality, attitudes, and concerns, in addition to your goals and financial situation - our service is proactive. We reach out to you in anticipation of your concerns as events occur or markets shift, and we’re here to answer questions. After all, the only silly question is the one that you don’t ask.

Wealth Management

Mutual Funds
Exchange Traded Funds
Common Stock
Treasury Bills
Government Securities
Treasury Notes
Brokerage Accounts
Educational IRA
College Plans

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Retirement Planning

401 (k) Rollovers
403 (b) Plans
Income Distribution Planning
Social Security Planning
Medicare Planning
Tax Planning
Pension Maximization Planning
Traditional IRA
Roth IRA
Simple IRA
Estate Plans
Wealth Transfer
Money Purchasing Plans
Profit Sharing Plans

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Long Term Care Insurance
Life Insurance Strategies
Disability Insurance

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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. | 518-724-5004