Personalized Financial Planning

Helping You Grow Your Money

We specialize in helping individuals develop sound investment strategies. As financial advisors, the portfolios we run for our clients have generated excellent returns - in all sorts of market conditions! We offer personalized, hands-on service that ensures your goals are being met. We educate our clients about financial concepts and products, and take the mystery out of investing, tax planning, estate conservation, insurance, and preserving wealth.


We understand the many challenges of investing today, and know the biggest concern for many is figuring out how to grow their money while managing the risk in their portfolio. Our goal is always to outperform the market, while introducing less overall risk to your investments. We focus on money management, and all the other issues that are critical to your financial well being.

How We Can Help:

  • Investments

    • Managed Stock Portfolios for Growth and / or Income
    • Bonds
    • Common Stock
    • Educational IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Brokerage Accounts
    • Treasury Bills
    • Government Securities
    • Treasury Notes
    • Variable Annuity

  • Financial Planning

    • Roth Conversions
    • Tax Planning
    • Advanced Tax Planning upon Sale of a Home or Business
    • Retirement Income Plans
    • 401(k) Planning
    • 403(b) Planning
    • College Plans
    • Estate Plans
    • Money Purchasing Plans
    • Profit Sharing Plans

  • Insurance

    • Disability Income Insurance
    • Life Insurance
    • Long-Term-Care Insurance

Growing Your Money Outside of the Market

As financial advisors, our aim is to put together a financial plan you feel comfortable with whether the market is up or down. Nevertheless, some people prefer to explore alternative investments outside the market after seeing their money go up and down on the stock market rollercoaster. We can connect you with the best alternatives that are out there.


One example of this is annuities. An annuity is a financial instrument offered by an insurance company that provides guaranteed income payments for life, regardless of market conditions. Depending on the type of annuity, you can even grow your money while it's 100% principally protected - meaning your money will never go down. You can customize an annuity based on whatever your individual goals are. You can even create a guaranteed, pension-like income stream using them!


Annuities can be optimized for lifelong income OR long-term growth, but they are not short-term strategies. These products appeal to people whose goals include long-term financial security, pension-like income, diversification, and principal protection. In order to find you the best annuities, we compare products from over 100 different annuity providers.

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