Products & Services

"Let Us Help You Master Your Money"

We help you achieve your dreams and plan for a secure retirement by independently assessing every aspect of your finances, offering you objective recommendations and financial solutions. 

  • Fee-based Advisory Services 
  • Tax planning & tax saving strategies
  • Financial & estate planning including elder-care issues
  • Retirement income & distribution planning
  • Investment Portfolio Asset Management & Third Party Money Managers
  • Pension plans, 401k's, SEP's, SIMPLE IRA's, IRA's Roth & Traditional, & IRA Rollovers
  • College Savings & Investment Plans
  • Group health insurance with optional dental, vision, disability & life insurance
  • Medicare supplement, home health care & long-term care insurance
  • Fixed Annuities & Equity Indexed Annuities
  • SECURITIES: Stocks, bonds, CD's, government securities, tax-free municipal bonds, unit trusts, mutual funds & variable annuities
  • Real Estate Transactions including Multiple Listing Services (MLS) for all residential real estate through Coldwell Banker Residential Referral Network