Our Services:

Investments

  • IRAs (Traditional, SEP, SIMPLE)
  • Roth IRAs
  • Managed Money
  • 529 College Savings Plans
  • Brokerage Accounts
  • Mutual Funds
  • Exchange Traded Funds
  • Closed-End Funds
  • Bonds
  • Stocks
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Annuities




Financial Planning

  • Retirement Plans for persons at, in, or nearing retirement
  • Plans for women (what they need to know to be financially independent when spouse passes away, divorce, or single in retirement)
  • 401 (k) Planning (including rollovers)
  • 403 (b) Planning
  • Estate Plans

Who We Serve:

  • Small Business Owners with 0-25 employees
  • Individuals ages 50 and up nearing, entering, or in early stages of retirement.
  • Women (married, single, widowed or divorced)