Broker Check


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, as well as other issues that are critical to your financial well being.

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

401k/ IRA Rollovers

529/College Planning

Charitable Giving Planning

Deferred Retirement Option Program (DROP)

Estate Plans

Profit Sharing Plans

Required Minimum Distribution Planning (RMD)



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Indexed and Fixed Annuities

Unit Investment Trusts (UITs)

Mutual Funds

Brokered CDs


Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Term Life

Whole life

Universal life

Variable Annuity

Indexed and Fixed Annuities

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.  |  (727) 431-7692 | (941) 907-4092 | (239) 829-8292