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.
Business Buy-Sell Plans
Non-Qualified Retirement Plans
Employee Benefit Plans
Life Insurance and Fixed Annuities
Managed Money Accounts*
Long Term Care Insurance**
IRA's (Traditional, Rollover, ROTH)
401(k), Pension, Profit Sharing Plans
*These products are offered through Park Avenue Securities
**Guardian nor any of its subsidiaries offer Long Term Care Insurance
firstname.lastname@example.org | (304) 292-2050 ex215