Broker Check

Objectives

The work we do falls primarily into two areas:

First, wealth accumulation, where we help you find ways to accumulate, on a tax-deferred basis, the necessary dollars to achieve the goals most important to you, whether it's for your children's education, a future financial need, or for retirement.

Additionally, we strategize for your insurance needs, helping you to protect the people you love and the assets you have accumulated.

It is an easy three step process to determine if our services can benefit you:

  1. The first step is to gather information about the personal and financial goals that are most important to you.
  2. Then this information is reviewed and, if appropriate, an analysis is prepared which serves as the basis for our discussion of insurance and financial concepts. At this point, we would also offer specific recommendations designed to accomplish your goals.
  3. Finally, for those who choose to pursue the recommendations, we make it a practice to contact them a minimum of twice a year to stay informed of changing needs.

Suggested Content

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Learn More