We are a full-service firm that provides financial services, tax planning, retirement planning, college planning, and estate planning.

    We offer fee-based management accounts, and we offer free ongoing consultations for our asset management clients.

    As an added value to our clients, we have established professional alliances with a CPA and an estate planning attorney.

    We offer a full range of quality investment products and services through our Registered Investment Adviser–broker/dealer, Commonwealth Financial Network®, member FINRA, including:

    • Full-Service Stocks and Bonds 
    • Retirement Plans, including traditional and Roth IRAs, SIMPLE Plans, SEP and 401(k) plans, among others
    • Retirement Plan Rollover Strategies
    • Managed Investment Accounts 
    • Mutual Funds (taxable and tax-free)
    • Fixed and Variable Annuities
    • Life Insurance for Estate Planning
    • Disability, Accident, Health, and Long-Term Care Insurance
    • Charitable Giving Strategies via Trusts and Foundations
    • Money Market Accounts