Investments Offered

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. 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 retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


401(k) Rollovers

Roth IRAs

Certificates of Deposit

Convertible Bonds

Corporate Bonds

Government Securities

Life Insurance



Mutual Funds

Money-Market Funds

Municipal Bonds

Mortgage-Backed Securities

Unit Investment Trusts

Tax-Advantaged Investments

Treasury Securities

Zero Coupon Bonds

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.   |  810-989-0360 or 800-520-3988