Broker Check


How We Work

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.

Building Life Styles

Investment Advisory Service with optional Tax Overlay Services
Fee-only Financial Planning
Fee-only Financial Consulting
Asset-Based Wealth Management

Investments College Funding
Estate Planning & Conservation
Charitable Giving

Retirement Planning
Long Term Care, Life, & Disability Insurance

Protecting Business

Informal Business Valuations Buy-Sell Agreement Review

Wealth Protection Strategies Benefit Review

Key Person Insurance Split Dollar Plans

Business Succession Planning


Business & Employees

Retirement Plans

Defined Benefit Plans

Nonqualified Deferred Compensation Plans (Golden Handcuffs)

Key Employee Insurance Bonus Plans

Employee Stock Option Plans

Financial Wellness

Group Health, Life, Disability, and Dental 

Employee Voluntary Plans

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. | 828-436-8639 or 919-451-6067