Our Services

Please click one of our services below to learn more!

Retirement Planning

The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially.

Financial Planning

Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach.

Investment Planning

In order to meet your financial goals, the need for a well-diversified and professionally managed Investment Plan is critical.

Social Security Planning

We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.”

Employer-Sponsored Plans

We design and manage retirement plans for corporations, not-for-profits, and government entities. We offer a distinctive combination of an SEC Registered Investment Advisor and a state-of-the-art Third Party Administrator/Recordkeeper creates The Certified Difference!®.

Estate Planning Services

Our clients appreciate the fact that all of their personal finance and legal affairs can be coordinated and handled by professionals at the same location. We are pleased to offer our clients legal assistance right here in our offices.