Our Firm

We are dedicated to helping our clients realize their retirement planning goals.  Whether it's developing a retirement strategy, developing a distribution strategy, creating wealth and preserving wealth, we're here to help.  Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, healthcare, and the negative economic impacts of social, political and natural events. 

 Many people believe their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.  As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How can I get the most out of my IRA, 401(K), TSP, 457, 403b?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I "inflation-proof" my investment income?
  • Do I need Long-term care insurance, disability income insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

My goal as a financial professional is to help you plan for financial independence. Whether your goals involve building wealth through investing,  planning for a comfortable retirement, funding a child's or grandchild's college education, or preserving your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

We pride ourselves on our reputation for professional excellence and superior service.  We look forward to helping you take control of your financial future.


Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.