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How We Work

Our firm specializes in helping individuals develop sound income strategies. If you are in need of income, 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 income strategies, and other issues that are critical to your financial well being.


Muni Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Bank CD’s

Government Securities


    Financial Planning

    Income Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans



    Life Insurance

    Long-Term-Care Insurance

    Buy -Sell Funding

    Executive Benefit

    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. |  860-495-0417