Broker Check

Products & Services


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuity
  • Mutual Funds
  • Exchange Traded Funds

Financial Planning

  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • 403(b) Planning 


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Relocation Tax Issues
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

Services We Provide

• Design, implement and manage investment portfolios (assets held by a nonaffiliated national custodian)
• Maximize after-tax investment return
• Design and implement IRAs and all other types of retirement plans
• Provide consultation for and help implement college savings plans
• Determine the probability  of meeting retirement objectives at various ages
• Act as  a “quarterback” for your estate plan and as a liaison with other professionals
• Reduce the cost and delay of passing assets to heirs
• Protect hard earned assets from health costs, market fluctuation and taxes
• Provide income and asset protection in the event of death or disability

The financial planning process is a series of steps taken to help you accomplish your goals.  A Certified Financial Planner professional  will first gather and analyze data about your income and expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments and other information pertinent to your overall situation.

The planner will then help you set realistic goals, identify key financial issues concerning those goals, and prepare a list of recommendations and alternative strategies for achieving those goals.  Each strategy, from tax planning to investments, will be recommended in the context of other strategies to achieve the optimum overall results.

Once you have decided which recommendations to follow, the planner can help you implement those decisions. The last step in the financial planning process is to periodically review and, if necessary, revise the plan.  Financial planning is not a one-size-fits-all package.  It is a set of goals and strategies tailored to meet your specific values, abilities and needs.