Featuring the Lifetime Economic Acceleration ProcessTM

Protection Savings Growth


This is how we define financial success for our clients:

  • They should have the ability to attain their maximum wealth potential, beyond the wealth required to meet anticipated needs and goals, and without exceeding their tolerance for risk.
  • They should have the full freedom and flexibility to enjoy all of their wealth during their lifetimes without the fear of it running out.
  • They should have the ability to transfer 100% of their wealth to the people they love , not just what's left over after taxes and administrative expenses.
  • They should have a plan that will work under all circumstances.

We are dedicated to helping people reach past their financial needs and goals to attain their financial desires  and dreams!

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.


  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,154.20 -0.25%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.