What We Do


Investing can seem complicated. The public is bombarded with mixed messages and conflicting information. Our goal is to sift through the investment choices you have to develop a plan that works for you.

Wealth Management

  • Fee-Based Money Management
  • ETFs (Exchange Traded Funds)
  • Mutual Funds
  • Closed- End Funds
  • Stocks & Bonds
  • Fixed & Variable Annuities
  • Municipal Bonds
  • Portfolio Analysis

Estate Planning*

  • Evaluating Your Need for a Trust
  • Life Insurance
  • Donor-advised funds
  • Stretch beneficiary designations
  • Strategies to spread beneficiary distributions over time rather than lump sum

Retirement Planning

  • 401(k)
  • Profit Sharing
  • SEP, Simple IRA
  • Self-Directed IRA’s
  • Lump Sum Retirement Distributions
  • Retirement Income Analysis