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Our Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

For Individuals & Families

Savings and Investments*

Fee Based Advisory Investments

401K Rollovers

Mutual Funds

Stock Portfolios

Asset Allocation

Family Income Protection

Traditional IRAs

Roth IRAs

Education IRAs

College Funding

Life Insurance

Disability Insurance

Long Term Care Insurance

Pension Maximization

Computer Generated Financial Plans

Estate Planning

Trust Funding

Charitable Gift Funding

Charitable Bequest Funding

Wealth Accumulation Strategies

For Corporate & Business

Tax Qualified Plans



Simple Plans


403(b) Tax Sheltered Plans

Profit Sharing Plans

Money Purchase Pension Plans

Defined Benefit Pension Plans

Non-Qualified Retirement Plans

Deferred Compensation Plans

Sec. 162 Bonus Plans

Split Dollar Plans

Group Life and Disability Insurance

Buy/Sell Funding

Stock Redemption Funding

Cafeteria Plans

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.   |  716-655-2177