Our Services

The Course to Financial Independence

We are your financial navigator. It’s deciding which strategies and investments to use and which to avoid. It’s coordinating today’s choices whether before or after retirement, while being mindful about risk, taxes and security for your family. Helping you and your family work towards financial independence is our goal.

Our services include retirement plan design and management, tax planning, insurance and experienced fee based investment management through LPL Financial.

We also offer council regarding Medicare choices and mapping the multitude of choices for Social Security.