Our Services

Thank you for visiting our website. Here you can find out more about our services and the value we provide when it comes to your financial matters. Simply put, we take the time to get to know our clients, not just their assets. We value a long-term partnership by providing meaningful ongoing reviews.

Who We Serve...


Small Business Owners

Small businesses with 0-25 employees. Running a small business is a lot like running a marathon. Both are long journeys requiring a lot of planning, persistence, and hard work. Often times business owners are so worn out after the race, they have little time left to spend on their own financial matters. We’ve implemented strategies to efficiently help with the financial planning so business owners can focus on what they know best... Running the race.

Individuals Ages 50 and Up

Individuals ages 50 and up who are either on the path to retirement or have already retired. This is a major transition from “work life” into the next stage labeled as “retirement.” We serve as a resource to guide through that journey making it a smoother transitional process.

Women

We have developed a passion and focus working with women. We find this group to be often under-served and in need of the help and advice that we are qualified to provide. Nothing pleases us more than helping a single woman navigate through financial fears after a divorce or loss of a spouse. Simply put, we love helping women get clear about money.


Financial Plans...

Retirement Plans

For persons at, in, or nearing retirement.

Plans for women

What they need to know to be financially independent when spouse passes away, divorce, or single in retirement.

401 (k) & 403 (b) Planning

(including rollovers)

Estate Plans


Investments...

Traditional IRAs

Roth IRAs

Managed Money

529 Savings Plans

Brokerage Accounts

Mutual Funds

Exchange Traded Funds

Closed-End Funds

Stocks and Bonds

Treasury Bills

Government Securities

Annuities