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How We Work

When it comes to your financial goals, we know it’s personal.

My firm specializes in helping individuals develop sound financial strategies that meet their needs.

If you are looking for help with your financial future, please take the time to explore our website and the wealth of information that’s presented. 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 falling short of their financial goals. We focus on money management, as well as other issues that are critical to your financial well-being.

Asset Management

Portfolio Management

Retirement Income Planning

College Funding

Tax-Advantaged Savings plans

Retirement Plannning

401K/403B Review

Income Maximization planning

Social Security Optimization

Medicare Education

Estate Planning

Family & Asset Protection

Stretch IRA/ Beneficiary Control

Long-Term Care planning

Trusts & Charitable Giving

Insurance Servcies

Life Insurance

Buy/Sell Business Agreements

Disability & Long-Term Care

Health & Medicare Policies

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.  |  (281) 435-3946