Broker Check

For Individuals 

Our firm specializes in helping business owners, professionals, corporate executives and individuals develop sound financial 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.

Investment Management and Asset Allocation:

  • Mutual Funds
  • Common Stocks
  • Bonds (Taxable and Tax Free)
  • Variable Annuities
  • Indexed Annuities
  • ETF (Exchange Traded Funds)
  • Government Securities

Financial services:

  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Distribution Planning
  • IRAs Traditional, and Roth
  • Investment Consultation for 401(k), 403(b), 457


  • Life Insurance
  • Disability Coverage
  • Long Term Care

 “We Generate Fears While We Sit. We Overcome Them By Action.” – Dr. Henry Link

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.   |  716- 898-8577