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.

Business Planning Services

Tax Reduction Strategies

Cost Mitigation

Cost Segregation

Succession Planning

Tax Qualified Retirement Plans


Defined Benefit Pension Plan

Key Person Insurance

Buy/Sell Funding/Partnership Buyout

Deferred Compensation Programs

Financial Planning

Retirement Planning

Estate Planning

Charitable Giving

Tax Reduction Strategies

Conservation Easements

Long Term Care

Disability Insurance

Wealth/Asset Management

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. | 865-219-5075