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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.


  • Tax Planning
  • Fee-Based & Transactional Services
  • Development of Investment Policy Statements
  • Assessment of Current Investment Plan, Managers, & Overall Asset Allocation
  • Goals & Objectives Planning Meetings
  • Economic & Market Reviews
  • Development of Investment Strategies
  • Cost Analysis & Cost Reduction Strategies
  • Manager & Investment Analysis and Selection
  • Assessment of Retirement Plan Asset Allocation
  • Income & Cash Flow Management
  • Ongoing Investment Management
  • Quarterly, Semi-Annual, & Annual Investment Reviews
  • Weekly Economic & Market Commentary
  • Daily Updated On-line View of Assets
  • Access to a Variety of Non-Proprietary Investments
    • Direct & Alternative Investments
    • Institutional Managers
    • Mutual Funds
    • Stocks & Bonds
    • Variable & Fixed Annuities


  • Cash Flow Management
  • Social Security Planning
  • Retirement Planning
  • Balance Sheet & Income Statements Review
  • Account Titling & Beneficiary Review
  • Family Planning Services
  • Divorce & 2nd Marriage Planning
  • Surviving Spouse & Children Assistance
  • Communication with Legal and Financial Providers
    (Accountants, Attorneys, Bankers, Financial Advisors)
  • Family Support Issues
    • Children’s Education
    • Special Circumstances Planning
      (Aging Parents, Adult Children, Special Needs,
      Extended Family)


  • Goal Setting & Budget Planning
  • Understanding & Improving Your Credit Score
  • Planning (Titling of Assets, Beneficiary Review)
  • Insurance
    • Disability
    • Health
    • Life
    • Long-Term Care


  • Cash Flow Management
  • Risk Management
  • Quarterly Reviews
  • Cost Analysis
  • Investment Strategy Assistance
  • Investment Manager Reviews, Due Diligence, and Selections
  • Education on Understanding your Fiduciary Role
  • Assist in the Development and Review of
  • Investment Policy


  • Charitable Gifting
  • Legacy Planning
  • Consideration of Planning Documents
  • Medical Directives
    • Wills
    • Trusts
    • Power of Attorney


  • Business Succession
  • Cash Management
  • Employee Financial Services
  • Insurance
  • Small Business Financial Services
  • Retirement Plans


  • Understanding the Cost Structure of Your Plans
  • Review of Insurance Policies & Needs
  • Review of Current Investment Strategy & Managers
  • Review of Planning Documents

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. | 402-339-9090