Our Services

Our firm provides individualized solutions for a comprehensive range of financial matters which include the following:

  • Retirement, Insurance, and Estate Planning
  • Investments
  • Annuities
  • Life, Disability, and Long Term Care Insurance
  • Tax Credits
  • 401(k), 403(b), Simple Plans, SEPs, Solo 401(k)s
  • Education Savings Accounts (Section 529 Plans)
  • IRAs and IRA Succession Planning
  • Income Stream Design for Retirees
  • Qualified Plan Distribution
  • Required Minimum Distribution Planning                  

Our firm also provides the information you need to implement a successful retirement plan through the following classroom courses: 

Passport to Retirement

Passport to Retirement is a four-session seminar that will take you step by step through the critical areas of retirement planning.  This workshop is a comprehensive, hands-on, educational presentation that will give you a clearer understanding of the retirement planning process - whether your retirement is decades away, or just around the corner. Passport to Retirement will show you how to:

  • Set realistic retirement goals
  • Assess the costs of retirement
  • Identify sources of income
  • Invest now for your future
  • Protect your wealth and assets
  • Take a retirement plan distribution
  • Provide for your family and heirs

 Manage Your 401(k)

If you have a 401(k) this class is for you!  The Employment Retirement Income Security Act (ERISA) became law September 2, 1974.  This law effectively shifted the responsibility of managing your retirement account from the corporation to YOU!   Never before has any training been given to teach you how to best manage your 401(k).   With 24 years of experience managing retirement accounts, it has become painfully obvious to our firm that almost everyone needs some education on how to manage their 401(k) to reduce risk and increase potential returns.  This will be a two night workshop.   The first night we will provide general information about managing 401(k)’s.  The second night, you will bring your 401(k) statement and a list of your investment options, and we will help you asset allocate your portfolio.

Please see our calendar for the times and locations of Passport to Retirement and Manage Your 401(k)!