Broker Check

A comfortable retirement?
A diversified portfolio?
Protection for what matters?

We’ve got a plan for that.

You need an advisor who gives it to you straight, with honest answers and no financial industry jargon. Truth is, with a trusted financial ally, money doesn’t have to be complicated or scary. 

When we work together to create your wealth plan, we’ll take the time to explain everything, in everyday terms. And simple just feels better.

Our Solutions

Investments*

  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Coverdell ESA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts 
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

* Investments offered through Park Avenue Securities

Financial Strategies

  • Retirement Plans 
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Cash Flow and Budgeting

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Business Resources

  • Exit Planning
  • Succession Planning
  • Executive Compensation Planning