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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. 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.

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

Our SYS Process

Clarity. Confidence. Control.  Gain Clarity with specific recommndations in line with your vlaues and your goals.  Gain Confidence about what to do next.  Gain Control of your future by taking the actions that will put you on the road to the rtirement of your design.

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Estate Planning Partnership

Working with busy professionals, we realize the importance of Estate Planning documents coupled with the challenge of finding time to complete them.  We are excited to partner with WEALTH.COM to solve this challenge.

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Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes 

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (910) 751-0848