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How We Work

Client Centered

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Traditional IRA

Roth IRA

Rollover IRA

529 plans


Government Securities

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

Fee-Based Financial Planning

College Plans

Estate Plans

Life Insurance Planning

Business Planning



Money Purchase

Profit Sharing


DB Plans

Keyman Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (760) 639-0160