Broker Check


How We Work

You Can't Avoid Change But You Can Manage Change

We help people manage change during life transitions. Transitions such as a lawsuit settlement, lottery winners, inheritance, selling a business, death of a spouse, an athlete with a new contract. Life transitions can impact all areas of a person's life and can temporarily impair financial decision making skills. When life pivots you need someone who specializes in transition, with a set of protocols and process who understands you, asks the right questions and helps you " get in the groove".

There are two sides to money

PERSONAL SIDE  Relationships, Emotions, Hopes & Dreams, Sense of Well-Being

TECHNICAL SIDE  Taxes, Investments, Estate Planning, Cash Flow, Risk Management & Insurance

Both sides are equally important and complex...but it's the personal side that drives decision making

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 along with our service partners..

We understand the many challenges of longevity today and know the biggest concern for many is outliving their money. 



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.  |  (888) 325-8640