Helping Clients Achieve Financial Independence Since 1978

CONNECT

Address:

7119 Prestbury Cir.
Lakewood Ranch, FL 34202

Phone:

800-834-5578 or 330-666-2198

Our Services

Once your goal plan has been established, we will customize appropriate investment options that best fit the overall financial strategy. Below are some of the many services that are available to our clients:


  •  Managed ETF, Stock, and Bond Portfolios
  • 3rd Party Managers; Separately Managed Accounts (SMA's)
  •  Mutual Funds
  • Fixed Income - Corporate and Municipal Bonds, Treasuries, CMO's, Preferred Stock
  •  Individual Stocks and Bonds
  •  Annuities
  •  Life Insurance and Wealth Distribution Planning
  •  College Planing, 529 Plans
  • IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs
  • 401ks, 403bs
  • Alternative Assets (MLP's, REITs)
  • Business Succession Planning
  • Retirement Income Planning


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck