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How We Work

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.

Fee only planning

Retirement planning

Education planning

Small business planning

Retirement plans (401K’s, 403B’s, SEP, SIMPLE, etc…)

Alternative Investments

Fixed Income (brokered CD’s, Bonds)


Mutual Funds


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