Our Services

We offer independent financial management and advice in the following key areas:

  • Retirement Planning, investment planning, risk management, college funding, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

 When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

 Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:


  •  Tax-reduction strategies
  • Investment management, including stocks, mutual funds and third party money managers
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products


Some of the Services we offer:


Investment Products and Services

Our investment products and services, available through our companies and organizations, will help you achieve your financial goals at every stage of your life.



We offer high-quality, innovative annuity products.  Choose from deferred and immediate annuities at variable and fixed rates of return.


Long-Term Care Insurance

Comprehensive long-term care insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities and nursing facilities. 


Life Insurance

High quality, competitively priced life insurance products, including permanent, term, combination and variable policies.


Disability Insurance

Market-leading disability insurance products covering total or partial disability of professionals, business executives, small business owners and others.