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Financial Planning and Services

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.

Financial Planning

Retirement Planning

College Planning

Holistic Financial Planning

Individual Financial Plans

401(k) Planning

403(b) Planning


Portfolio Management

Municipal & Corporate Bonds

Common Stocks

Mutual Funds

Exchange Traded Funds

Unit Investment Trusts

Traditional & Roth IRAs


401(k) Plans

Decedent/Beneficiary IRAs

Brokerage Accounts

529 College Savings Accounts

Coverdell Education Accounts

Estate & Trust Accounts

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.


Term Life Insurance

Whole Life Insurance

Fixed Rate Annuities

Variable Annuities

Disability Income Insurance

Long Term Care Insurance

For more information about our firm and the services we offer, send us a quick email. We would welcome the opportunity to work with you.