Our Services

Our company focuses on the specific money concerns of each client.  We sit down and spend a lot of time understanding you, your life, and what you want your money to do for you.  We go over the trade-offs of different investments and work together with you to determine what is best for you.  We specialize in helping you understand and invest your money.  We are focused on specifically doing that job as well as we can.

We help clients invest in:

  • Stocks
  • Bonds
  • Mutual funds
  • Annuities
  • Non-traded alternative investments.

We help with:

  • 401(k) and I.R.A rollovers
  • Tax reduction strategies
  • College savings programs
  • Retirement annuities.

We do not offer legal advice or tax advice.