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Take the first step toward your best life in retirementTM

Who we are

This journey began 27 years ago, when I was hired at my first job. As I began reviewing my benefits, I wondered about the 401(k) that I had been offered. I really didn’t know much about it, but the concept interested me. I began reading every book that I could get my hands on, and even got a subscription to Money magazine. The more research I did, the more intrigued I became. Early on in my quest, I discovered that I had a profound interest in the financial world as a whole. I was constantly taking what I was learning and applying it in my own life as much as possible. I can’t say that I’ve changed much, as I still devote a portion of each day to learning all I can about this industry, but now it is so that I can better serve my clients.

Who we service

Individuals close to retirement
Retirees

Individuals looking for a long term advisor relationship

Those looking for a trusted advisor

Services We Provide

Planning For Retirement
Living in Retirement
Planning for when you are gone
Maximizing Social Security
Medicare
Notary Services

upcoming events

Take the first step toward your best life in retirement

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