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I support a systematic three-step approach to financial wellness focused on prudently governing personal investments, establishing a defined retirement plan, and coordinating an integrated wealth management strategy.

Level 1: Investment Management

All client relationships begin with the establishment of a prudent investment management strategy.

Level 2: Retirement Planning

Once your investments are governed properly we seek to establish a defined retirement plan that identifies your needs and monitor results.

Level 3: Wealth Management

Once your retirement plan is formalized we integrate insurance, education, and estate planning needs. An integrated wealth management plan provides a coordinated understanding of evolving needs so you may continuously assess the magnitude of your financial decisions.

Additional Services:


As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect you and your family from undue hardship. I help clients assess insurance needs, identify appropriate insurance products, solicit quotes from insurance carriers, and complete applications.

Cash Management

Along with the protection provided by insurance, I offer integrated cash management strategies to help maintain sufficient emergency reserves, and avoid debt. I also help clients organize a budget and design debt reduction plans.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life 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.  |  757-595-1070