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With our mission of 'protecting your retirement from market loss with safe money strategies' we offer:

  • Comprehensive retirement Income planning-a written plan
  • Social Security Maximization strategies
  • All insurance needs-life, disability, long term and extended care as well as Med Sup plans
  • Small business owner BUY/SELL policies and continuity planning
  • 401k rollovers
  • IRA & Roth IRA assessments
  • College funding strategies for children's or grandchildren's college expenses
  • RMD advisement
  • Estate planning
  • Strategic alliances with CPA, Elder & Estate Planning attorney, and managed money accounts
  • On-going educational events and tools to include workshops, newsletters, & email updates

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