Broker Check

Products & Services

If there's a dollar sign associated with it, we likely can address your questions.  We guide a select group of families and business owners through advice in the following areas:

Financial Planning

  • Retirement Income Planning
  • Tax Reduction Strategies
  • College Funding 
  • Estate Planning & Asset Protection Strategies
  • Social Security Optimization
  • Pension Optimization
  • Charitable Gifting Strategies

Investment Management

  • Brokerage Accounts
  • Advisory Accounts
  • Separately Managed Accounts
  • Traditional IRA
  • Roth IRA
  • Corporate Retirement Plans
  • College Savings Accounts
  • Account Stress Testing


  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
  • Annuities

Tools for:

  • Medicare Cost Savings
  • Home, Auto, Umbrella and Business Insurance Review

Business Planning Services

  • Business Succession Planning
  • 401(k) plans
  • Profit Sharing Plans
  • Cash Balance Pension Plans
  • Key Man Insurance
  • Executive Compensation 
  • Buy-Sell Agreements

Fee Based Investment Management

Under $500,0001.50% (Min $375/qtr)
over $5,000,000call for quote
Financial Plan development and implementationBilled based on complexity.  $3000 minimum.
Annual Plan review and update75% of the initial planning fee