I am a Retirement Income Certified Specialist- RICP®, specializing in Designing Income and Retirement Plans for Widows and Divorcées.

In addition, I also design plans for those who are entering into the Retirement Phase.

Our Investment Philosophy is Focused on Your Retirement "DREAMS":

D   - Diagnose and Design
R   - Risks and Retirement
E   - Evaluation and Expectations
A   - Asset Allocation and Assets into Income
M   - Monitoring and Modifying
S   - Social Security and Sequence of Returns

Contact us to Discuss Your Income Needs and Retirement Dreams Today.

"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act."

  • Expertise

    Knowledgeably Applied

    Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

    Learn More
  • Resources

    Vital to Success

    There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

    Learn More
  • Commitment

    Worth Mentioning

    Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

    Learn More