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Our firm specializes in helping individuals develop financial strategies from planning for college to retirement.  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 finance today and we focus on money management, as well as other issues that are critical to your financial well being.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Establish

    Establish the financial planning relationship, by determining your goals and objectives, along with your risk tolerance and time horizon.

  • Gather

    Gather not only the data needed for our financial planning, but also the feelings, opinions and input as to what is most important to you.

  • Analyze

    Analyze the information provided, explore possible scenarios and solutions, and begin to create solutions for achieving the financial goals.

  • Develop

    Develop the financial plan along with suggestions and recommendations, while providing solutions that can evolve and expand over time.

  • Implement

    Implement the proposed strategies through a mutual team effort, while prioritizing objectives and discussing alternative plan solutions.

  • Monitor

    Monitor our progress to ensure we are still on track to achieve our goals, while updating our financial projections as life circumstances change.

Our ultimate objective is to make sure you achieve your financial goals.  By utilizing an intelligent financial planning process, we focus on what is important to you, both now and for your future.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    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.   |  301-668-7366