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Products & 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.


Wealth Management

Cash Flow and Debt Management

Family Risk Management

Retirement Planning: IRA’s, Roth IRA’s, and 401K rollover’s

Education Planning: 529 and ESA Plans

Legacy Planning

Business Planning

Money market accounts

Certificates of Deposit

Stocks and Bonds

Mutual Funds

Variable Annuities

REIT’s and other alternatives


Individual Tax Planning & Preparation

Business Tax Planning & Preparation

Estate & Gift Tax Planning & Preparation

IRS Representation

Accounting/ Bookkeping

Financial Statement Preparation

Reconciliation of Bank Accounts

Accounts Receivable & Payable

Sales Tax Tracking & Payment



W2’s & 1099’s

Review and Audit Attest Services

Business Taxes



Long term care

Fixed Annuities

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. |  (615) 441-5175