Services & Products:


Holistic & Analytical Approach

We believe that utilization of your financial assets and achieving the ideal vision for your life are closely intertwined.  Your financial assets will provide the foundation that enables you to achieve all the "really important things" in life.  Money really is just a tool, albeit an important one which must be smartly applied to be most effective.

Our company provides access to a wide array of highly rated financial products and services to ensure that we can create the optimum financial solution.  When you choose to work with our team, you will have an objective, custom tailored solution designed specifically for implementing your strategic financial plan.

As a Registered Investment Advisory firm, we have a Fiduciary Dedication to provide services focused on YOUR best interests, no one else.

Individual Life Enabling Financial Services

• Fee Based Investing
• Hourly or Project Strategic Financial Planning
• Accumulation and Retirement Planning
• 401K/403B Analysis and Investment Management
• Beneficiary Reviews and Beneficiary Financial Support
• College Funding via 529 and Other Methods
• Divorce Planning
• Estate Preservation and Generational Gifting
• Insurance Planning Including Long-Term Care, Disability, Life and Others
• Portfolio Analysis & Management
• Tax Planning for Possible Reduction Including Fee Based Annuities
• Periodic newsletters and updates (Learn more about this»)

Business-Focused Services

• Business Succession Planning
• Business Owner Estate & Retirement Planning
• Business Plan Development & Consulting
• Employee Retention Programs
• Executive Benefit Programs
• "Key Person" Risk Assessment and Planning
• Pension, Profit Sharing and Benefit Plans
• Retirement & Investing Basic Training for Participants
• Savings Planning for Employees
• Strategic Business and Success Planning
• Speaking Engagements 
• Team Building
• Wealth and Business Insurance

Brokerage Products and Services

• Asset management accounts with check-writing and debit card/ATM access
• Traditional brokerage accounts
• A variety of fee-based brokerage accounts
• Strategic asset allocation services
• Online account access
• Money management
• SEP and Simple IRAs
• Traditional & Roth IRAs
• Fee Based 529

Freedom of Choice

• 10,000 Mutual Funds
• Variable & Fixed Annuities
• Life Insurance Products
• Dozens of Retirement Plans
• Common Stocks, ETFs, UITs, and REITs
• Stock Options
• Corporate Bonds
• Government Securities
• Certificates of Deposit (CDs) -- Both Traditional and Equity Holding
• Select Limited Partnerships & Royalties for Accredited Investors