How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.  We offer personalized, hands-on service in this most critical area and try to eliminate the mysteries involved

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.  In dealing with that real concern the most critical question is how much can we safely take per year?  We can help you with that dilemma.

We speak to that concern with our unique concept of utilizing "Multi-tasking Dollars".


Maximizing Retirement Plan Payout

IRA Rollovers

Roth and Traditional IRAs

Coordinating Multiple Retirement Plans


    Financial Planning

    Retirement Plans

    Tax Sheltered Annuities

    (Such as your TIAA/CREF Plan)

    Estate Plans

    Learn more


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance


    How We Work

    Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

    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. |  (555)-555-5555 | (859)-245-3000