Services How We Work Our firm specializes in helping individuals develop sound retirement strategies and businesses create reliable succession plans / employer-sponsored plans. 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. Investments BondsCommon StockEducational IRATraditional IRARoth IRASEP IRASimple IRABrokerage AccountsTrust AccountsTreasury BillsGovernment SecuritiesTreasury NotesVariable Annuity Financial Planning Retirement PlansTax Plans401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing PlansSuccession Plans Insurance Disability Income InsuranceLife InsuranceLong-Term-Care InsuranceBuy Sell Agreements For more information about our firm and the services we offer, complete the questionnaire below. We would welcome the opportunity to speak with you.