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How I Can Help You

My firm specializes in helping develop sound financial planning strategies.  By following the steps of the financial planning process, I help educate my clients about financial concepts and take the mystery out of investing, insurance, estate conservation, and preserving wealth. The key is understand the many challenges of retirement today and knowing that the biggest concern for many is outliving their money. I have a focus on all issues that are critical to your financial well being.  Please take some time to explore the website and the wealth of information it offers.

Financial Planning

<b>Financial Planning</b>

Individual concept and comprehensive financial planning services using

eMoney software.

Start by understanding the client's objectives. Identify and prioritize goals. Analyze client's current situation. Develop and then present specific recommendations. Implement those recommendations and then frequently review the plan while adjusting to changes in the markets and in the client's lives.  

Your Life Our Plan - We work together on making your dreams a reality.



Wealth Management 

Investment strategies with mutual funds, ETFs, individual stocks and bonds to provide optimal performance as well as tax-harvesting strategies.

Retirement Investments

Traditional and Roth IRAs


Based on client's goals, we use fixed-index annuities, variable annuities or index annuities

Various uses include: creating a pension-type income stream for life, utilizing protection features and investing with complete downside protection while participating in the market.

College Savings Plans

Business Owners 

<b>Business Owners&#160;</b>

Working with business owners to create employee retirement plans like Simple and SEP IRAsTraditional and Roth 401Ks

Developing protection planning using Group Disability Income Insurance and Life Insurance.

Also helping the business owner with personal retirement planning and succession planning.



Life - Cost effective term insurance and permanent insurance strategies using Universal Life and Variable Universal Life.

Disability Income - Your ability to go to work is your most valuable asset.  We help you find a solution with a reputable company and suitable product features.

Long-Term Care - The best options available for Traditional and Hybrid Long-Term Care insurance from the top providers in the industry.

All insurance solutions utilize the lowest cost and most practical solutions from all of the highly rated companies in the insurance industry.

For more information about my firm and the services offered, send me a quick email or call the office. I would welcome the opportunity to speak with you.   |  412-646-2178