Broker Check




Our services include financial planning and investment management. Our clients receive advice on topics such as:

  • Whether their financial resources are sufficient to retire at a given level of spending,
  • When and how to take their pension benefits,
  • The tax implications of selling their homes or using home equity lines of credit,
  • Investing in a tax-efficient manner,
  • Setting up a retirement withdrawal plan including direct deposits and tax withholding,
  • Using existing annuities or evaluating annuity products in context of their plan.

Our investment management services are provided on an fiduciary advisory basis, and are tailored to each client’s individual risk tolerances and financial needs. Examples of products that we purchase for our clients include:

  • Exchange-traded funds (ETFs)
  • No-load mutual funds
  • Bonds
  • Stocks
  • Variable annuities