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We Use A Comprehensive Holistic Approach

We work with you to develop a retirement strategy that will take into account all of your retirement assets including Social Security, Medicare, Life Insurance, and all your retirement savings accounts.

Portfolio Management

We use an investment strategy that takes into account your personal feelings towards investment options including green investing, social investing, and risk tolerance. We use a value investing strategy in combination with safety measures the limit your downside should the worst happen. All of the investments that we recommend are personally researched by us, not by some analyst you will never meet or speak with.

Insurance Services

When was the last time you reviewed your life insurance and annuity policies? Don’t worry, most people forget that things like beneficiaries and coverage amounts need to be reviewed and updated over time because life happens. As things change in your life it is important to review your policies and be sure that they are still in order. We will be happy to help you review your current policies or help you determine whether or not a new policy would be in your best interest.

We are independently licensed insurance agents who are licensed to work with life insurance, annuities, long term care and Medicare. And because we work under the RIA umbrella, we act as fiduciaries. That means we are obligated to act in your best interest and honestly assess whether a policy is good for you.



Common Stock

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

Long-Term-Care Insurance

Medicare Planning and Annuities

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