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How We Work

We are primarily fee-based advisors, not commission-based, meaning that we are in this together with your best interests always first. Our firm specializes in helping individuals and families develop sound financial strategies that evolve with you. Wherever you are on the Journey of Life, we want to make sure all of your bases are covered. We want to help you answer that question, “Am I where I should be at this stage of my life?” Or “Are there changes I need to make to get to where I want to go?” We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, employer benefits, insurance, and preserving wealth.

We understand the many challenges of financial life today and know the biggest concern for many is security and stability. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock




Traditional IRA

Rollover IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

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. | 518.357.3858