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Products & Services

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.


Educational IRA

Roth IRA


Simple IRA

401k Planning 

Asset Allocation

Traditional IRA

Variable Annuities

Mutual Funds

Retirement Plans

Brokerage Accounts

Fee Based Investing

Third-Party Money Management

Investment and Financial Planning Seminar

Donor-Advised Funds 


Life Insurance

Life Insurance Seminar

Disability Insurance

Long Term Care Seminar

Long Term Care Insurance

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.   |  301-681-5641