Broker Check


How We Work

Our firm specializes in helping individuals, trusts, estates, and businesses develop sound financial strategies. Please take the time to explore our website and the wealth of information available. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We work with our clients to be tax efficient and integrate their tax planning with their investment planning so all parts of their plan can work together.

We understand the many financial challenges our clients face and focus on helping our clients understand their needs and pursue their goals.

College Funding

Through savings, prudent investment, and careful planning we can make the daunting task of financing your children's or grandchildren's education less stressful.


We will design a investment plan that correlates to your time horizon, risk tolerance and investment objectives.

Lifestyle Preservation

Let us help you implement a strategy to ensure that you do not outlive your assets and can feel confident about your financial future.

Financial Services

After reviewing your needs and learning about you and your goals and objectives we will help you design and implement the right solutions. We will then meet with you throughout the year to make sure you remain on track.

Retirement Planning

Let us help you implement a strategy to ensure that you do not outlive your assets and can feel confident about your financial future.

Tax Planning and Preparation

We will prepare your personal, business, estate, trust, or non-profit federal and state tax and/or information returns. Our goal is always to prepare your returns accurately while trying to reduce your overall tax liability within government guidelines. Through careful tax planning we strive to reduce your future tax liability and help you take advantage of appropriate tax saving strategies. 

  1. Individual Income Tax Planning and Preparation
  2. Business Income Tax Planning and Preparation
  3. Estate Tax Returns
  4. Trust Tax Returns
  5. Non-Profit Information Returns
  6. All States

Business Retirement Plans

Let us help you save income taxes while providing a highly regarded benefit to you and your employees. Design, implementation, review and investment planning assistance for your participants makes our plans easy to add to your business. Complete transparency lets you know what your costs are and helps you feel confident that you are meeting your fiduciary responsibilities.

  1. Rational Investment Strategy and Portfolio Design
  2. Fee-based Asset Management
  3. Portfolio Advisory Services
  4. IRAs and Rollovers
  5. CDs
  6. Business Retirement Plans
  7. College Savings Plans
  8. Fixed & Variable Annuities
  9. Long-Term Care Insurance
  10. Disability Insurance
  11. Life Insurance
  12. Buy-Sell Funding

Accounting Services

We will work with your accounting staff or act as your internal CFO to provide you with timely information so you can make decisions about your business. We can help you manage cash flow, expenses, or your lending relationships. Our clients count on us for sound advice and our relationships are based on trust and the knowledge that we place our clients' needs first.

  1. QuickBooks Professional Advisors
  2. Bookkeeping Services
  3. Payroll Preparation
  4. New Business Services
  5. Year End Accounting
  6. Financial Statement Preparation

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. |  (847) 670-5820