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.

ASSET PRESERVATION

NO STOCKS, NO BONDS,

NO MUTUAL FUNDS

NO VARIABLE ANNUITIES


Estate Conservation Planning

Social Security Planning

Traditional IRA

Roth IRA

Reducing tax liability

Government tax reduction plans

Let our MBA work with your CPA

Control, Predictability, Safety 



RETIREMENT PLANNING

All Retirement Plans

401(k) Planning

403(b) Planning

Employee Benefit Plans

Estate Planning

Premium Financing

Cost Segregation Plans

Cost Remediation

Charitable LLC

Monetized installment Sales

1400Z Qualified INV. Funds

INSURANCE

Indexed Universal Life Insurance

Whole Life Insurance

Long-Term-Care Insurance

Indexed 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.