Broker Check

Services and Solutions

We specialize in helping individuals and business owners to develop and implement sound cost reduction, risk reduction and tax reduction strategies. For the business owner growing your business, or looking to transition out of the business, let us help you. 

If you an individual or a family looking to be more informed and set up with a plan for the future, we can help you as well. 

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. In addition, please take time to explore this website and the wealth of information offered here.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on education and money management, as well as other issues that are critical to your financial well being.

Business Strategies

Business Continuation

Wealth Transfer

Employee Retention

Buy-Sell Agreement Review 

Key Person

Group Benefits

Business Valuation

Risk, Cost and Tax Reduction Strategies

Partnership Agreement

Executive Benefits

Bonuses and Profit Sharing

Salary Deferral Plans



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity

Government Securities


Financial Strategies

Retirement Plans

Tax Strategies 

Asset Protection

401(k) Planning

Social Security Maximization

403(b) Planning

College Plans

Estate Strategies

Special Needs Planning

Income Maximization

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Group Benefits

Key Person Coverage

Buy Sell Insurance

Contact Jen 

Thank you!