As a full service financial services firm, you will find professional, yet friendly and reasonable guidance as you plan your financial future. First, we get to know you – your goals, values and expectations. Then we map out a financial plan designed to help you meet your goals. We evaluate, and consult with you on a periodic basis to make sure we are on the right pathway and  headed towards your destination.

For those companies who have a need for Professional Consultants in the area of Early or Normal Retirement, we offer individual consultations for your employees. We analyze all your company benefits with an eye towards designing a comprehensive financial plan in coordination with your personal retirement and estate plans. We are avaliable to advise you on the benefit plans of Qwest, AT&T, Lucent Technologies and others.

We recognize the importance of paying attention to every detail during each phase of Retirement Planning.  Costly pitfalls await those who do not plan properly for each and every phase:  accumulation during the income producing years, distributions at retirement, and estate conservation at death.  Proper plan design, suitable investments, diligent compliance, and compentent administration are mandatory to help ensure a successful Retirement Plan.

We advise that you take advantage of the many features that we provide such as the "Tell a Friend" option. We hope that the site will further your awareness of how our business works and the services we provide.

From our site you can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, and send us any messages and or questions. Here you can stay up-to-date on relevant financial topics through our On-line Newsletter. Thanks for being here! We appreciate your visit!