Serving Your Community Since 1970...

We are a full-service financial firm committed to helping people pursue their financial goals.  We offer a wide range of financial products and services to individuals and business owners, including but not limited to: 

  • 401(k) Plans
    We assist small businesses with finding cost effective retirement plans.  If you have not had your existing plan reviewed in the past year, call us today to see if you can improve the plan for your employees.
  • IRA Rollovers  (Roth and Traditional)
    Is your 401(k) with a former employer?  It is a wise decision to review your existing IRA’s and 401(k)’s.  Consolidation of accounts may make sense from a cost and planning perspective.
  • Stocks & Bonds
    Our clients have access to many of the premier fee-based money managers in the country.
  • Retirement Funding
    Are you on track to retire as planned?  Call us today for a complimentary review of your present financial position.
  • College Funding
    529 plans are available through various mutual fund distributors.  Learn how to save for college expenses in a tax efficient manner.
  • Mutual Funds
    American Funds www.americanfunds.com
    Black Rock www.blackrock.com
    Franklin Templeton www.franklintempleton.com
    John Hancock www.johnhancock.com
    Lord Abbett www.lordabbett.com
    Oppenheimer www.oppenheimerfunds.com
    PIMCO www.pimcofunds.com
    This listing is not a full list of companies whose products we can offer.  It also does not constitute a solicitation or recommendation of those companies products or services.
  • Annuities
    Variable
    Fixed 

 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

More Newsletters →