We Work With Individuals and Families to Secure Their Retirement


You have worked hard to save and grow your retirement assets and the closer you get to retirement the more important those assets become to securing the retirement you have dreamed and worked so hard for.

Can you afford to lose any of those dollars either before or during your retirement?  A loss of 20, 30 or 50% could mean the difference between a comfortable retirement and one where you struggle to make ends meet.

We have already seen two large downturns like this over the past 16 years and we anticipate another just around the corner.

What if you could guarantee your retirement income, have it grow and never lose it when the market declines?

We are trained and experienced doing financial planning and retirement financial planning for individuals and couples. We can show you how to do this and have enough money to last the rest of your life.

We are financial planners with over 65 years of combined experience in the industry. We create comprehensive financial plans that allow our clients to safely grow their assets and create income streams they can’t outlive. Our staff consists of seasoned professionals with industry leading designations and customer oriented attitudes. We are dedicated to superior service using the best resources at our disposal.


Our clients are interested in results, which they rarely define as beating market benchmarks. Our associates follow a 5-step financial planning process using financial planning tools to discover all of your objectives and concerns.

We look at each client as a unique opportunity to customize a plan that is suited to their individual situation, assets and concerns. This is not a one-size-fits-all approach. You are as unique as your finger prints and we treat you as such.

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As a Thank You for visiting our site we would like to offer you a Free Gift of our booklet called “Crash Safe IRAs

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Browse our website and contact us with any questions about what you’ve heard on the television, the internet or in the paper. We can help.

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