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Welcome to our website; We offer professional, independent, and most of all, personalized service to our clients.

 We take pride in our meticulous adherence to courtesy, honesty, and responsibility in working with our clients. Professional integrity and honesty are the foundations of our business. We maintain high ethical standards that inspire positive values and moral conduct in everything we do. We are a team of experienced professionals who know our clients by name and work hard to ensure your financial needs are met.

• Financial Planning • Asset Management • Investment Strategies • Portfolio Construction •  Retirement Planning • Medicare Planning • Estate Planning • Annuities • Life Insurance • Health Insurance • Group Health Insurance •


I'm not telling you its going to be easy.  I am telling you its going to be worth it.

Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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