Broker Check


Services For Individuals

Financial Planning

We have the knowledge, credentials, and resources to help you take a comprehensive view of your finances and plan a holistic approach to managing them to best meet your long-term goals.

Investment Planning

We can design a strategy that incorporates your risk and return preferences with access to a range of investment vehicles including individual stocks and bonds, mutual funds, annuities, and professionally managed accounts.

Retirement Planning

Virtually every financial decision you make will impact how you live during your retirement years. We have the experience to help you develop a comprehensive strategy and will work with you over the years to make sure that plan evolves as needed.

Risk Management

We can complete a risk assessment and find ways to better protect your income and assets.

Estate Planning

We can help make sure that your loved ones are taken care of financially after you are gone. Without an estate plan, a significant part of your estate can be lost to taxes or go to unintended beneficiaries. We can work with you to tailor an estate plan that assures the legacy you desire.

Tax Planning

We can identify opportunities and implement strategies that can help reduce the impact of taxes on investment returns and income.

Services For Businesses

Group Life Insurance

This valuable employee benefit can be offered on a company paid or voluntary basis. Coverage for spouses and children is also available.

Group Health Insurance

Understanding the many different changes and options for healthcare coverage can be daunting. We help you explore options, get expert advice, and choose the coverage that best suits your needs, the needs of your employees, and your business.

Disability Income Insurance

Disability income insurance can help protect an employee’s ability to generate income if they become too sick or injured to work. This can be offered as a company paid or voluntary benefit.

Employer Sponsored Retirement Plans

Help your employees prepare for retirement with an employer sponsored plan that eligible employees may make salary-deferral contributions to on a post-tax and/or pretax basis. Employers offering a plan may make matching or non-elective contributions to the plan on behalf of eligible employees and may also add a profit-sharing feature to the plan.

Key Person Insurance

Key person insurance is life or disability insurance on employees who are most crucial to the successful operation of your business. The insured can be the owner, the founders or other mission-critical employees whose absence from the business would cause a catastrophic interruption.

Buy/Sell Agreement Funding

Preparing for the unexpected with a Buy/Sell agreement can keep your business open in the event of a business partner’s passing. We start by exploring all protection options. We then develop a long-term strategy to protect the continuity of your business should you or a partner decide to retire, leave the business, or unexpectedly die or become disabled.

Executive Bonus Plan

With an executive bonus plan, the business can use tax deductible company funds to selectively provide benefits to key people. This can be a valuable tool to attract and retain key executives.


We’re available to help your employees as they transition into retirement.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (203) 513-6215