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.


Common Stock


Mutual Funds

Structured Notes


Treasury Bills

Government Securities

Treasury Notes


Financial Planning

Retirement Plans

401(k) Planning

Profit Sharing Plans

Traditional IRA

Roth IRA


Simple IRA

403(b) Planning

457 Planning

College Plans (529)

Estate Plans

Tax Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, please call the office. We would welcome the opportunity to speak with you.

(916) 928-2207