How We Work

Helping retirees & pre-retirees plan, implement, and monitor their assets in relation to the key risks faced during retirement is what we do. Our service is designed to Help you achieve a Financially Independent Retirement.

We provide a long-term service. Our service is designed to assist you in achieving financial independence during retirement. Retirement as defined by you, our client. As part of our service we help you by being a source of discipline and pro-action. As if you were a ship at sea; we are there helping you to navigate the rough seas and stay the course. By understanding where you want to go we can provide an efficient course at the least possible risk & expense.

We work primarily from a fee-based model. This means that we sit on the same side of the table as you do - not across from you. As you grow we grow; reducing our fees as your portfolio increases.  We do this in order to assure you that we will be there for you no matter what your financial condition becomes. The types of investments (Investment and Financial Products) we recommend are those which would be most efficient at the least expense. Our goal is to translate this into more wealth retained by you.

Planning, implementing, and monitoring your wealth on an on going basis in relation to the key risks faced during retirement; our service is designed to guide you towards a financially independent retirement.



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

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. | 562-598-3450