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How We Work

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 strategies that amin to meet your goals while lowering overall risk.


Common Stock



Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Treasury Notes

Municipal Bonds

Variable/Fixed Annuity

Financial Planning

Retirement Plans

Deferred Compensation Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Buy/Sell Planning

Retirement Income Planning

Debt Repayment Strategic Planning


Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Critical Illness Insurance

Group Health, Life, and Disability 

Medicare Supplement 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. |  916-235-8749

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