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Products and Services

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 investments, as well as other issues that are critical to your financial well being.


Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts
Variable Annuity
Fixed Annuity

Retirement Accounts

401(k) Design
401(k) Education
College Savings
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Tax Strategies


Buy-Sell Agreement funded Life Insurance
Long-Term-Care Insurance
Life Insurance 
Disability Insurance

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. |  (818) 435-2265