Broker Check

Who We Serve

Retirees & Pre-Retirees

<span>Diligent Savers</span>

Diligent Savers

While many of our clients would not consider themselves “wealthy,” thanks to a lifetime of diligent saving and thrifty living, most have accumulated a retirement nest egg of at least $500,000 before hiring us. 

<span>Nice People</span>

Nice People

We will only work with genuinely nice people. We have a mutual level of respect with all of the people we work with. We partner with nice people to help them achieve financial success.

Looking for a Trusted Advisor

Looking for a Trusted Advisor

Our clients understand the success of their retirement is too important to be doing it themselves, and they understand the value of having professional guidance. We have decades of experience and a host of credentials to bring knowledgeable guidance to your money.

<span>Retired, or Close to it</span>

Retired, or Close to it

Enjoying a comfortable retirement is the top financial goal most people have. We specialize in helping people plan for retirement and meet their financial goals along the way. Our goal is to help ensure you can retire and be sure you can stay retired.

Retirement Plans

<span>401(k), 403(b), Pensions &#38; Cash Balance Plans</span>

401(k), 403(b), Pensions & Cash Balance Plans

Retirement plan administrators have a lot on their plate. We help you maximize your retirement plan by shouldering some of their burden so you can focus on your business. Our clients have a focus on high pre-tax savings, their participant’s retirement readiness, and their own fiduciary responsibility.

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Business Owners

<span>Business Owners, Executives, and their Families</span>

Business Owners, Executives, and their Families

Those in charge of businesses, medical practices and law firms have unique needs. We help coordinate the aspects of your business with those of your personal life to help you achieve your financial goals.


Physicians and those in the Medical Field

Physicians and those in the Medical Field

Since our founding in 1976, we have had a focus on working with physicians and those in the medical field. With unique situations and special liabilities, working with a specialist who understands your needs is critical. We are pleased to have one of our core focus areas supporting medical professionals and their practices. Our founder has served on the board of one of the region's largest hospitals and continues to be involved to this day.