Welcome

Thank you for visiting our website.

Since 1983, we have worked hard to build a reputation of high quality professional service and guidance in the areas of:

  • Tax Planning Strategies and accurate Tax Preparation.
  • Personal Financial Planning alternatives and analysis.
  • Up to date Employee Benefit consultative practices.
  • Retirement Planning (Pre-Retirement and Post-Retirement).
  • Planning for College Expenses.
  • Estate Planning.
  • Insurance alternatives (Life and Disability).
  • Investment Programs.
  • Health Insurance (Group and Individual).

This site will not only introduce you to our business philosophy and services, but it will also offer a wealth of educational materials.  Articles, newsletters, calculators, and other tools – designed to keep you up-to-date on financial issues, strategies, and trends. This web site was created to help you gain a better understanding of the financial concepts and wealth management solutions available relating to portfolio management, retirement and estate planning, college funding and risk management. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance.

While browsing through our Website, please feel free to contact us with any questions or comments you may have – we would love to hear from you.