Broker Check

What We Offer

We represent you and your individualized needs

Our firm specializes in helping individuals and their loved-ones develop sound retirement strategies. We work hard to ensure that we have many tools available to work effectively for you. It is important to note, our solutions are not tied to a specific company or proprietary product. We work for you – our client.  We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our advisors focus on money management, as well as other issues that are critical to your financial well-being.

We encourage you to take the time to explore our website and the wealth of information we offer. We feel it is important to educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Account Types


Traditional IRA

Roth IRA

Simple IRA

Solo 401k

Brokerage Accounts

Coverdell ESA

Educational IRA

529 Plans

Non-Qualified Plans


Mutual Funds

Variable Annuities

Fixed Annuities



FDIC Cash Instruments

Managed Advisory


Financial Planning

Comprehensive Retirement Plans

403(b)/457 Plans

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

Long-Term-Care Insurance

Disability Income 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. | (301) 987-7211