Broker Check


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


Hybrid (LTC & Life Combo)

Individual or Joint



401(k) Plans & Rollovers

IRA’s , SEP’s, and Roth IRA’s

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. | (206) 972-1241