Our Qualifications

We have been working with individuals and businesses in the area for over twenty-five years.  We have extensive knowledge in the areas of financial and estate planning as well as helping some one in the areas of Medicare, Social Security, Longevity analysis, 401k's, 403b's, Inherited and Beneficiary IRA's, and the like.

We have experience in "Transitions for Women."  Helping women through Divorce, Death of a spouse and/or finding a new Direction to travel.

All of our financial advisers and agents have extensive personal and professional experience. Ours is a team effort. An effort where knowledge of a particular subject may be stronger with one of our team members than another. You always get the most knowledgeable member in any given subject.

Many hold various professional designations, and qualified representatives are licensed to give fee-based and/or sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.