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.

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Complete Financial Plans



Common Stock

Traditional IRA

Roth IRA


Simple IRA

Educational IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities


Life Insurance

Long-Term-Care Insurance

Fixed Annuities

Fixed Index Annuities

Disability Income Insurance

Other Services Offered by Strategic Partners

In an effort to provide our clients with a comprehensive list of financial services - beyond what we directly offer above -  we have partnered with other firms to offer additional services.  These include property & casualty insurance, wills & trusts, and mortgages.  For more information, click below to view a list of our strategic partners and their offerings.

Strategic Partners

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.   |  704.878.3942

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

Thank you! Oops!