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.


Traditional IRAs

Roth IRAs


Simple IRAs

Brokerage Accounts


401(k) / 403(b) / 457 Plans

Trust / Estate Accounts

Financial Planning

Retirement Living Expenses

Healthcare Expenses

Savings / Investments

Education Funding

Mortgage Refinancing

Estate Transfers

Social Security Analysis

Cash Flow and Budgeting


Multi-Generational Wealth

Family Wealth

Employer-Sponsored Plans

Accountant Connections

Estate Attorney Relationships

Local Business Leaders

Local Not-for-Profits and Charities

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. | 716-632-0606