Your
One Stop Financial Shop

We specialize in wealth management, group and individual insurance needs, Medicare, Social Security, divorce planning, retirement plans and more. We take a unique approach for serving individuals, families and businesses.

Our sole bias resides on you as we strive to understand your needs, outline your goals, to form a customized financial roadmap with our unique, yet simple, processes. Find out how we can be your One-Stop Financial Shop.

our services

Identify your goals and objectives, develop a unique investment strategy.

401k Assistance Financial Advisor Services

401k Plans

Work with a Certified Social Security Claiming Strategist (CSSCS). Optimize your benefits.

AHIPP certified agents can help navigate the complexities of Medicare enrollment and coverage.

Estate Planning Financial Advisor Services

ESTATE PLANNING

Helping you with the 4 corners of your estate.

Work with a Certified Social Security Claiming Strategist (CSSCS) to Optimize your benefits.

Develop a plan that encompasses all of your financial & insurance needs to avoid an underfunded retirement.

College Planning Financial Advisor Services

Our team can help you navigate the complexities of sending your kids to college! 

Shop over 25 carriers to find the best plan and price to protect your family and your home.

Shop over 25 carriers to find the best plan and price to protect your family and your vehicles.

Life Insurance Financial Advisor Services

Life Insurance

Ensure you have a plan in place to be prepared for the unexpected.

401k Options, Plan Design, IPS Design & more.

Home Loans and Mortgages Financial Advisor Services

Home Loans & Mortgages

From refinancing your mortgage to qualification letters & loan assistance.

Contact Us

(716) 633.1515