Providing Solutions for Personal Needs

Wealth Management & Investment Advisory Services

Comprehensive, Written, Advice-Based Financial Plans for Individuals & Businesses*  

Specialized Problem Solving & Analysis of Specific Complex Financial Issues* 

  • Insurance Needs Analysis
  • Retirement Income Planning
  • Retirement Plan Distribution Planning
  • Tax Planning
  • Education Funding
  • Cash Flow/Budget Analysis
  • Mortgage Analysis

Investment Advisory Services 

  • Asset Allocation
  • Private Account Management

Investment Strategies

A Broad Range of Investment Options 

  • Money Market Accounts
  • Mutual Funds
    • Government Securities Funds
    • Corporate Bond Funds
    • Balanced Funds
    • International Funds
    • Growth/Equity Funds
    • Sector/Specialized Funds
    • Tax-Exempt Funds
  • Unit Investment Trusts

Stock and Bond Brokerage Services 

  • Listed Securities
  • Corporate Bonds
  • Government Bonds & Treasury Bills
  • Municipal Bonds
  • Certificate of Deposit

Variable Annuities & Life Insurance  

Insurance & Retirement Strategies

Individual Insurance 

  •  Life 
  •  Disability 
  •  Medical 
  •  Long Term Care

Fixed Annuities 

  • Flexible Payment Deferred
  • Single Payment Deferred
  • Immediate Annuities

Traditional and Roth IRA’s 

  • IRA (Individual Retirement Account)
  • 401K Rollover

*Separate from financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.