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Services

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 provide 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.

Investments

Alternitive Investments

Structured Note

1031 Exchange

$401k / 403b / 529

REITS / EFT'S 

Bonds

Common Stock

Mutual Funds

Advisory Accounts

Brokerage Accounts

Variable Annuities

Fixed Annuities

Roth, SEP & Simple IRAs

Educational & Traditional IRAs

Treasury Bills & Notes

Government Securities

QLAC-Qualified Longevity Annity Contract


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Financial Planning

Wealth Planning

Roth Decisions 

Income Needs

IRA to Roth Conversions

QCD - qualified charitable distribution

ILIT- Irrevocable life insurace trust

Retirement Plans

Tax Plans

401(k) Plann

403(b) Plann

College Planning & funding

Estate Planning

Money Purchasing Plans

Profit Sharing Plans

QLAC-Qualified Longevity Annity Contract

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Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplements

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.