Our Services

We specialize in income and retirement planning and we create a complete financial roadmap. As part of that process we offer the following services:

• Income/Retirement Planning
• Portfolio Analysis
• Financial Check-Ups
• Risk Management Review
•  Budget/Debt Management
• IRA, Simple IRA’s, SEP, 401k
• Disability Planning
• Tax Planning
• Estate Planning
• Life Insurance
• Long-Term Care Insurance
• Medicare /Health

Financial planning is a multi-step process that provides you with two important benefits:

(1) An in-depth review of your current financial situation, and

(2) a roadmap that shows you how to achieve your goals and objectives for the future. It is important to recognize that financial planning is an ongoing process -- not a one-time event.

We think you will find our financial planning process to be educational, informative and enlightening. It is a team effort between you and us. The process begins with you providing us with information and assumptions about your retirement. We then take the information and using powerful software in conjunction with our experience, we perform analysis and calculations projected for the entirety of your anticipated retirement. We develop a written recommended retirement solution and review the solution with you, typically modifying the recommendations in accordance with your review of the solution

You need a plan that is based upon a logical process. We can help you!