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.



Life Insurance

  • Personal Life Insurance
  • Key Person Indemnification
  • Buy/Sell Funding
  • Deferred Compensation (Non-Qualified)

Disability Insurance

  • Individual Disability – Salary Continuation
  • Disability Buy/Out Funding
  • Key Person Indemnification
  • Retirement Protection

Long Term Care

  • Traditional
  • Hybrid (LTC & Life Combo)
  • Individual or Joint


  • Annuities
  • 401(k) Plans & Rollovers
  • IRA’s , SEP’s, and Roth IRA’s