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.
401k/ IRA Rollovers
Charitable Giving Planning
Deferred Retirement Option Program (DROP)
Profit Sharing Plans
Required Minimum Distribution Planning (RMD)
Indexed and Fixed Annuities
Unit Investment Trusts (UITs)
Disability Income Insurance
Long-Term Care Insurance
firstname.lastname@example.org | (727) 431-7692 | (941) 907-4092 | (239) 829-8292