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.

Comprehensive Financial Planning

  • Retirement Plans
  • College/Educational Plans
  • Major Purchases Plans
    • Home
    • Vacation Home
    • Plane, RV, or Boat/Yacht
  • Liability Management
  • Cash Management
  • Charitable Gifting During Life

Risk Management

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance


  • Personal Asset Management
    • Tailored Portfolios
    • Separately Managed Accounts
    • Mutual Funds
    • Variable Annuity
    • Fixed Annuity
    • Alternative Investments
      • Commodities
      • Managed Futures
      • Real Estate Investment Trusts

Tax Strategies (In Conjunction With Your CPA)

  • Roth IRA conversions
  • Charitable Gifting Strategies

Retirement Planning

  • Qualified Retirement Plan/ IRA
  • 401(k)
  • 403(b)
  • 457
  • Cash Balance Plans
  • Profit Sharing Plans
  • Roth IRA
  • Safe Harbor
  • Simple IRA
    • Executive Benefits Compensation Plans
    • Stock Options

Estate Planning (In Conjunction With Your Attorney)

  • Wealth Preservation and Estate Transfer
  • Business Succession
  • Gifting to Children/ Descendants
  • Distribution of Wealth at Death
  • Charitable Inclinations at Death

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. | 708.315.6464