Our Services

Over time we have learned that it’s better to focus on one thing and to do that one thing well, rather than try to be all things to all people.  Our primary focus is wealth and income planning.  If you are in need of other services, no need to worry.  We have experience in many areas of financial planning.

Income Planning


Simply put, income planning is making sure your income in retirement will last as long as you live.  It's making sure you never run out of money....ever.  With pension plans becoming a thing of the past and the uncertainty of social security for the younger generations, it's important to plan now for income later. 


Zig Ziglar said years ago that he does the things now that most people won't do, so that he can do the things later that most people can't do.  This statement holds true even today in the area of wealth and income planning.  Many people in the pre-retirment and even retirment stage of their life will keep their money in a risk situation.  Over the years we have sat in front of countless clients that "held on" too long in the market hoping for big returns to shore up their retirment only to suffer the devestating losses incurred through the 2001 and 2008 downturns.  


Over the years we have been able to safeguard clients from these unnecessary and devestating losses.  Let us show you how to prevent having to work longer than necessary due to unforseen market losses.  Let us show you how to safeguard what you have accumulated up to this point, and then plan for an income stream that you can count on to take you through your golden years.

Wealth Planning:


Growing your money safely and without loss is the goal with our approach to Wealth Planning.  We will help you preserve the wealth that you have worked so hard to accumulate all those years for retirement.  We will show you how this is done through our targeted, strategic approach.  We will take an in-depth look at your situation in our first visit with you.  We will then take the information we have recieved from you and design a plan that fits your individual goals for wealth accumulation through our safe money strategies. 


Your financial security depends on the decisions you make now.  Many experts agree that company pensions, which are increasingly a thing of the past, and Social Security will no longer be enough to cover the cost of living for many individuals.  It is never too early to start to think about tomorrow. If you have questions about planning for your future financial security, contact us. We will provide you with professional and competent advice when it comes to choosing the right strategy.


Our areas of expertise include:

  • Income planning
  • Wealth planning
  • Long Term Care
  • Life Insurance
  • Other services


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Keep It Simple

Life is full of surprises. We try to be prepared for them. Rely on our experience to provide you with sound financial advice that won't leave you scratching your head wondering which direction to go. We'll explain your options in uncomplicated terms.

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