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What We Do

Our firm specializes in helping individuals develop sound financial plans. Whether you are the parent(s) of a person with special needs, a person with special needs, a professional at any stage of your career, a business owner, or a person approaching or in 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 faced by families with loved ones with special needs, business owners, and we know that the biggest concern for many of the people we serve that they or their loved ones will outlive their money. We focus on financial planning as a process that facilitates making sound financial decisions and when the fit is right, we use a variety of tools to help our clients implement their financial plan.

Financial Planning

Domains of Financial Planning

Current financial position

(Includes cash flow and debt management)

Tax planning

Investment planning

Retirement Planning

Risk Management and Insurance Planning

Estate Planning

Specialized Financial Planning

Special needs planning

(Planning relating to maintenance of government benefits, Special Needs Trusts, and ABLE Accounts)

Business Planning

(Assessment of business value, business continuation planning, and business succession planning)


Managed Accounts

Brokerage Accounts


Qualified Retirement Accounts

Non-Qualified Deferred Compensation

Variable Annuities (VAs)

Registered Index-Linked Annuities (RILAs)


Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Fixed Annuities

Income Annuities

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. | (323) 965-6335