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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.


Retirement Planning

Estate Planning

Charitable Planning

College Funding

Business Buy-Sell Plans

Non-Qualified Retirement Plans

Employee Benefit Plans

LEAP Planning


Life Insurance and Fixed Annuities

Mutual Funds*

Variable Annuities*

Managed Money Accounts*

Disability Insurance

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

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. | (304) 292-2050 ex215