Portfolio Management

  • Asset allocation
  • Individual stocks, bonds, mutual funds, exchange traded funds (ETF’s), CD’s
  • Fund management and review
  • Tax efficient strategies
  • Cash management strategies

Retirement Planning

  • Rollovers
  • 401(k) Plans
  • SIMPLE IRA Plans
  • Pension Plans
  • Individual retirement plans (IRA’s, Roth IRA’s, SEP IRA’s)

Insurance Strategies and Risk Management

  • Whole, Universal and Term Policy Insurance strategies
  • Fixed/Variable Annuity strategies
  • Long Term Care

Employee Benefit and Stock Option Strategies

  • Restricted stock unit (RSU) strategies
  • Company stock option analysis
  • Concentrated stock positions

FINANCIAL INDEPENDENCE. THIS IS AN EMOTION THAT CAN COME FROM HAVING A SOUND FINANCIAL PLAN AND CLEAR INVESTMENT PATH TO A CONFIDENT RETIREMENT.

Our Mission
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
Stocks