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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. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

The process of determining how individuals can meet their life goals through proper management of their financial resources. Financial planning is not all about numbers and insurance policies; it is about your dreams and financial goals.

Retirement Planning

If you are already retired, retirement planning is about not running out of savings during your lifetime. If you are 45, retirement planning is about how much money you will need in twenty years or so to be able to retire comfortably.


No two clients have the same story. The most important step in establishing an investment strategy is getting to know our clients and understanding what is important to them. We do this by asking questions so that we can appreciate where they are in their thinking.


Personal and Business Insurance is a contract to provide compensation for a specific loss. You pay a premium to protect yourself and others against financial uncertainties.

Life Insurance

Long Term Care Insurance

Disability Insurance

Health Insurance

Dental and Vision Insurance

Employee Benefits for Businesses

We can explore ways to help you save money on your benefits package while adding value and security to your benefits offering. In the world of financial planning, there are four key areas where we can assist business owners. They are:

Employee Benefits

Key person insurances

Buy-Sell Agreements

Business succession planning

Financial Planning Services offered by qualified financial planners of Cetera Advisor Networks LLC., a registered investment advisor.

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. | 802.453.2378