About Us

Helping them keep their principal protected from risk. We work with our clients by asking questions to determine what is best for each person individually. We work with our clients to help protect, grow and preserve their assets.

We understand that you have many options when it comes to managing your retirement nest egg. That said, this is what we believe to be paramount when helping you determine the course of your financial future:

  1. We believe in SAFETY FIRST – We have an unwavering commitment to the protection of your principal.
  2. We believe you should receive a reasonable rate of return over time.
  3. We believe in keeping your financial life as simple as possible.

Is this what you want? We can determine, in as little as 15 minutes, during a no-obligation meeting if what we offer is right for you.

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.