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Our Team

Expert financial advice from a team you can rely on.

Our practice is grounded in the belief that today’s retirees, and for those whom retirement is imminent, need to protect their savings from potential losses due to financial and stock market downturns.

Our approach to working with clients is one that is both relaxed and confident. Our sound and well-researched solutions provide clients with solid financial plans that helps them sleep better at night. Our focus is to preserve and protect client assets to ensure financial independence; determine how to maximize Social Security and other retirement benefits to provide maximum retirement income and develop advantageous strategies for estate planning and asset distribution. 

Got questions? Contact us today.

Let us help you reach your goals.

Success and excellence are not characteristics or traits; rather, they are a result of hard work, discipline and planning.


Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.