Retirement Planning & Investment Services

    Our financial services are fee-based*, and are based on the level of service you require. We do not earn brokerage commissions or broker-dealer incentives. This arrangement aligns your goals with ours –- to use sensible, prudent strategies and products to increase your money consistent with your objectives. 

​Retirement Planning

    As Chartered Retirement Planning Counselors, let us help you make wise choices to ensure a comfortable retirement.

Income Planning – Get prudent choices in planning for your income needs through guaranteed, fixed-rate savings and investing vehicles.
Cash Management – Let us show you safe places for your short-term savings.
Pre-Retirement Management – Still working? Let’s get your retirement plan in order and build it before you retire.

              We can work on 401K, 457, TSA plans and others.

Non-Retirement Planning
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    Depending upon your goals, most non-retirement accounts can be effectively controlled, taking taxes into consideration. We’ll work to keep your money working hard, consistent with your investment objectives, using stocks, ETF's, bonds, no-load mutual funds and money market fund investments. While not offering legal or tax advice, we are will alert you to areas of concern and work with your legal and tax professional for your benefit. 


* Designations/licenses held include: Chartered Retirement Planning Counselor and 215 Insurance licensed in FL, NC, OH.

How can we help you secure your future?