Products & Services

We live in a world of complexity and change. The government constantly changes the tax law, and the media often contains misinformation or provides inappropriate financial advice making it difficult for people to find the best investment choices available to them. Due to those facts, most Americans are vulnerable to a variety of wealth eroding forces. They have to strive to have enough money for all of their financial needs or wants yet the goal of most people is to achieve a lifetime of wealth AND happiness. In order to achieve that goal, they must take the steps necessary to:

• REDUCE or MINIMIZE income taxes
• MINIMIZE financial risk
• Properly CONSERVE and DISTRIBUTE our wealth

We provide the products and services necessary to assist you in reaching your goals to accomplish the maximum wealth with the least amount of risk available to you.

• *Fee Based Planning
• Brokerage Accounts
• Common Stocks
• Exchange Traded Funds
• Bonds
• Municipal Bonds
• Treasury Bills
• Treasury Bonds
• Educational / IRA 529

• Wealth Management
• Retirement Planning
  - 401(k) Planning
  - 403(b) Planning
  - Traditional IRA
  - Roth IRA
  - SEP IRA
• Profit Sharing Plans
  Defined Benefit Plans
• Executive Benefits
• Golden Handcuffs

• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans