top of page

Our Services


Financial Planning is the process of putting together all of your financial pieces. We help bring the pieces of your financial puzzle together for a clear picture of what you need to do. 

Calculate Savings

We invest and manage money.  We assess and discuss your financial needs and create an individualized investment process. Your investments will be monitored on an ongoing basis. 


Navigating the maze of Medicare can be daunting. When to apply? How? Do you need a Medicare Supplement or drug plan? We have assisted many in making these choices. We can help you. 

Retirement Planning

Whether you are still saving for retirement or thinking about retiring, we can help. Do you have enough to retire? How do you set up a retirement income stream? Should you take your pension as a lump sum or monthly annuity? We will help you develop a path for a successful retirement. Let's make a plan. 

Tax Preparation & Estate Planning

Tax and estate planning are an important part of financial planning.  We work with attorneys and tax professionals. We ensure your documents and strategies are coordinated. If needed, we can refer you to specialists with whom we have worked with for years.
Social Security

When to collect Social Security may be the most important decision you make in planning for retirement. The wrong decision could cost you thousands of dollars. We are here to help. We will show you how, why and when you should take Social Security.

bottom of page