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Our Services

Having the right investments is important, but it’s only one piece of a strong wealth management strategy.  Having a clearly defined, and regularly reviewed, plan is essential to ensuring that you stay aligned with your goals no matter the market direction.  Our collaborative planning for your financial well-being might include the following.  (Note:  This list is by no means comprehensive.  As we work together, we might uncover other tools and strategies that might benefit your particular situation.)


  • Stocks
  • Corporate Bonds
  • Municipal Bonds
  • Government Bonds
  • Mutual Funds
  • Unit Investment Trust
  • Exchange Traded Funds

    Types of Accounts

    • Individual Account
    • Joint Account
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Inherited IRA
    • 401(k)
    • Defined Benefit Plan
    • Profit Sharing Plan
    • 529 Plan
    • Trust


      • Variable Annuities
      • Fixed Annuities
      • Life Insurance
      • Long Term Care Insurance
      • Disability Income Insurance

      Financial Planning

      • Individual and Joint Planning
      • Pre-Retirement Planning
      • Domestic Partner Planning
      • Individual Retirement Planning
      • Income Planning for Retirement
      • Divorce Planning
      • Planning for Widows/Widowers
      • Generational Planning
      • Business Retirement Planning

      Money Management

      • Check Writing
      • Debit Card Management
      • Margin