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What We Do 

Serve, Protect, Guide and Advise 

We help Individuals, Families, and Businesses achieve life goals through the proper management of financial resources. By having the proficiency to truly understand your needs, we have the ability to construct a personalized, comprehensive financial plan that aligns with a clients goals.

No matter what goal you are trying to achieve, whether that be:

  • Building wealth through investing
  • Ensuring your loved ones are financially secure
  • Planning for a comfortable retirement
  • Protecting and/or transferring your Estate

We are committed to your financial success!


Annuity Programs 

Real Estate Loans


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Education Saving Plans

Pre & Post Retirement Strategies

Revocable Living Trusts & Wills

Wealth Accumulation

Professional Portfolio Management

Tax Minimization

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

By creating a financial strategy that addresses your entire financial picture, you have the ability to: Direct your life, Create your future, and Build a legacy.

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. | (858) 503-2334