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Financial Goals & Strategy

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Portfolio Review

Portfolio Review

Review all your accounts to ensure they are still the suitable option based on needs, goals, risk tolerance, and time horizon.

Retirement Planning

Retirement Planning

Review your current situation and determine if you are on track for retirement. We can help determine whether you need to save more, spend less, work longer, or are on pace for a healthy retirement.

Income Planning

Income Planning

Whether retired or thinking of retirement, let’s determine how much income you need, and how to deliver it based on your assets.

Wealth Accumulation

Wealth Accumulation

We help you find ways to potentially earn more in your accounts than you are currently earning, based on risk tolerance, time horizon, goals, and objectives.

Long-Term Planning

Long-Term Planning

We can help develop a long-term care strategy to fit your potential needs and desires, while maintaining flexibility.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Have a Question?

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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. | (845) 463-3366