What We Do

“My wife and I earn a good living, but we’re still paying off our student loans, and now we have a mortgage. We need a plan for paying off our debt, and begin saving for retirement. We don’t know where to start.”

The important thing is TO start, and we’ll give you the advice and direction to move forward. It’s never too early or too late to begin saving, for retirement and your children’s college education.

“I want to invest in the stock market, but I feel like I missed my chance to get in before Netflix and Amazon took off. I have my eye on a few stocks but I don’t have time to research trends and I’m just not sure what to do. What if the market crashes?”

We’ll figure out your level of tolerance for risk, and help you avoid emotional investment decisions. We won’t predict the next hot stock pick, or promise shortcuts- we believe in the power of the markets and time. And we can help you employ strategies like Dollar-Cost-Averaging to reduce the impact of volatility, and build wealth over time with automatic monthly contributions in an amount you are comfortable with. An actively managed portfolio begins with a $10,000 minimum investment.

For Your Business: We can tailor a Buy/Sell Insurance Policy to protect your partnership and plan for succession. We’ll shop around for the best quote, and guide you through underwriting, every step of the way.

For Your Legacy: Protect what matters most to you. Life insurance with optional long-term-care benefits, and annuities to meet your lifetime income needs.

“We’ve been working with your dad for 25 years, and he’s done well by us. We’re ready to enjoy the fruits of our labor, and pass some of it on to our children."

Tax-reduction strategies. Estate Preservation, Legacy Planning, Charitable Giving, Joint Life Income and Death Benefits.