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Accumulation of Wealth:

For the growth phase of our client's goals, we tend to focus on various equities, funds, and options strategies to help amass and protect wealth.

Withdrawal / Distribution of Wealth:

When focusing on meeting our client's income and wealth preservation needs, we find other strategies that seek tax-refuge and sustainable income.

Whether you're in the accumulation phase or the distribution phase of life, when helping you develop your customized Financial Blueprint, we will walk you through a step-by-step process that will make you feel better educated & confident in your decisions.

We can help you execute a sound-custom financial program utilizing the following products and services:

  • Stocks, Bonds, ETFs, Options, Mutual Funds
  • Insurance (Fixed & Variable) Products
  • Investment Management and Advisory Accounts
  • College Planning and Funding
  • Retirement Strategies
  • Estate Conservation



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

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. | 704-256-4542