All Types of Investments
Private Wealth Management
Fee Based Advisor Services
401k, 403B, TSP, Roll Overs, 
IRA & Roth IRA
Independent Insurance Broker
Annuities, Life Insurance 
Asset Base Long Term Care
Social Security Education and Planing
​Medicare Supplements, Advantage & Drug Plans.
Federal Employee Advocates, 
Experienced with CSRS, FERS, and TSP.

Assist College Planning  & College Funding Solutions

Educational Seminars and Webinars - check listing.



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Expertise in helping you understand social security.

How much income will your nest egg
​provide in retirement?