Broker Check

Products & Services

Our goal has always been to help our clients plan a successful retirement. Given the difficult environment currently facing future American retirees, this has become even more important to us.

According to a study analyzing the likelihood that middle-income Americans would outlive their financial assets in retirement, Pennsylvanian Baby Boomers near retirement (without a pension plan) have a 74% probability of outliving their income.

The study found that almost three out of five middle-class new retirees can expect to outlive their financial assets if they attempt to maintain their current pre-retirement standard of living. To avoid outliving their financial assets, middle-class retirees will have to reduce their standard of living, on average, by 24 percent.

But why are we telling you these disheartening statistics? we don't always tell our clients what they want to hear - we tell them what they need to hear. 

We provide assistance in the following areas:

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Our Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


Fixed Index Annuities

Fixed Annuities