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What We Do

Our specialization is custom investment selection, portfolio design for high-net-worth individuals and lifestyle planning for those who desire to retire comfortably. If you are ready to invest or in the accumulation, preparation, fulfillment, or legacy phase of retirement please explore our website, it is full of information for your convenience.

We understand the challenges of investing and retirement in today’s world and know that many people are afraid of outliving or losing their money. Our initial consultation is complimentary. Come have a cup of coffee and let’s see what we can do for you.


Brokerage Accounts

Common Stock


Exchange Traded Funds

Treasury Bills

Treasury Notes

Government Securities

Traditional IRA

Roth IRA

Beneficial IRA

Financial Planning

Retirement Plans






Profit Sharing 

Money Purchase Plans

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. |  877-833-4276