Our firm focuses on 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.
As a family-owned business, established nearly three decades ago with over 100 years combined experience, our clients are treated with honesty, integrity and loyalty. Clients can expect to develop long-term relationships with our advisors and staff.
Personal Financial Analysis
Tax Planning (including referrals for tax preparation)
College Funding Programs
TDA / 403(b)*
Disability Income Insurance
Long Term Care
Group Pension or Profit Sharing
SIMPLE Plans (IRA & 401k)*
401 k Plans*
Executive Salary Continuation
Payroll Deduction Plans
Medical (Blue Cross & others)
Property and Casualty:
firstname.lastname@example.org | 248-620-0707