Products & Services

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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Wealth Vision

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

WealthVision Dashboard - Your Personal Financial Dashboard

The WealthVision client portal is designed to provide you with the robust features you need to stay connected to your finances, goals, and important documents.

Comprehensive Asset Monitoring

Track your LPL and non-LPL accounts (401(k), annuities, bank accounts, etc.) by creating live connections from your homepage. Every night our system automatically updates your balances provided by your financial institutions. Non-financial assets and liabilities can be included to calculate your net worth.

Real-Time Planning

Powerful analysis engines allow WealthVision to analyze your asset allocation, retirement progress, cash flow models, education savings, insurance programs, and estate planning using up to date information.


All your information is password protected in a secure encrypted personal web address, accessible to only you and your advisors.

Document Vault

Copies of your private documents, such as wills, trusts, tax returns, deeds to your house, insurance policies, and beneficiary designations can be uploaded to a secure online file depository by you or your advisor, safely encrypted but instantly available from anywhere.

Advisor Collaboration

You can collaborate with multiple advisors from different locations at the same time. If desired, you can give your attorney, CPA, or banker access to designated areas of your financial homepage.

Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things, including the responsibility of managing it. The fact is, the more wealth you have, the more time and knowledge it takes to protect it.

WealthVision allows you to organize, view, and manage your finances by creating a personal financial homepage. The system is designed to consolidate all your accounts, your assets, and your information into one secure location, making your personal financial life easier.

As your financial estate grows in both size and sophistication, WealthVision can become your single secure access point to consolidate and track your financial data in one secure location. The future of integrated financial planning is here, and it is available to our clients. You are just a click away from everything you need, all in one place. With WealthVision your financial life just got easier!

Learn more about the benefits of financial planning.

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.   |  206-832-1658