Welcome to our website!

We specialize in financial planning for retirees and those about to retire. We are here to provide you with the information to help you make the right decisions. We help our clients avoid mistakes that can drain their retirement savings.

Our goal is to take the mystery out of investing, preparing for retirement, managing risk and preserving your wealth.

Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions and get a good night's sleep every night!

Retirement Planning

lunapic_137175288364576_6Due to the perceived enormity of such a goal, retirement can seem threatening and unreachable. However, retirement planning can make the idea of retiring much easier to grasp and is designed to answer many common questions. Find out more..

Smart Tax Planning

taxformWe anticipate and plan for changing tax rules and circumstances. We proactively formulate strategies in advance of transactions to assist clients in capitalizing on available opportunities while complying fully with the applicable requirements of federal and state tax law. Find out more...

College Planning

lunapic_137175288364576_2With proper college planning, parents can send their children to school and still retire and students can start and finish at the right college in four years. Find out more...