Our Services


A dream is just a dream.  A goal is a dream with a plan and a deadline.                             

                                                              --Harvey Mackay         

Are you ready to start envisioning your dreams?  Don't let the negative news media squelch your dreams.  Babyboomers can accomplish their dreams.  It is time for you to start dreaming again and to begin to take action!

As successful businessman and best-selling author Harvey Mackay states, it takes a Plan to turn those dreams into a reality.  We are committed to designing a financial and Retirement LifeStage Plan to transform your personal goals into reality.   Our goal is to hear our clients say,  "I am living the dream".   While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services:

  • Full Financial & Retirement Plan
  • Assistance in IRA Rollovers from 401(k)s
  • Investment Portfolio Management
  • Tax-savings strategies
  • Third Party Money Management
  • Retirement income strategies
  • Estate Planning and conservation
  • College Savings
  • Life insurance
  • Medicare Supplement coverage
  • Long-term care protection of assets
  • Retirement Plans for Small Business Owners
  • Charitable Giving Strategies

Relax!  We will integrate all of the financial pieces and solve your puzzle so you can enjoy life and have fun!