What We Do

Our goal is to provide quality financial planning services to each and every client. Whether you are starting a family, running a business or planning for retirement, we can help you design a program geared towards each stage of your life.

The foundation of financial planning is a personal relationship between you and your advisor.  Over the years we will get to know you, your family, your dreams and your goals.  It is not just about numbers, but about you and your family.  We will work with you over the years to help you develop a plan to pursue your goals.

In the two decade span of my practice I have found I can make a difference in your planning.  This is not just a one-time meeting, but a relationship that will develop over the years.  Reviews will allow us to update your plan as your dreams develop and change over the years.  Life is full of changes and keeping your plan current with those changes will allow you two things:  time and choice.

If you have done proper planning, you will have time to make good, informed decisions when the need arises.  Also, appropriate planning will give you more choices to enable you to make decisions that are in line with your overall plan, rather than having fewer choices because of incomplete planning.

Today we can expect to have retirements that last 20 to 30 years or longer.  Don't you think you should have the benefits of retirement income that can last your lifetime?  Let me show you how to develop a lifetime income stream and how to help preserve it.

Personal Needs

  • Special Needs Planning
  • Disability Income Insurance
  • Education Funding Strategies
  • Estate, Insurance and Charitable Gifting Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Mutual Funds
  • Manged accounts, General Securities
  • Retirement Planning
  • Variable Annuities
  • Tax Strategies*


Business Needs

  • Business Continuation Planning
  • Employee Benefit Planning
  • Employee Benefit Cost Reduction Strategies
  • Employer Benefit Planning
  • Executive Benefit Planning
  • Tax-Qualified Retirement Planning 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck