4.0ct Heart Cut DEF colorless Halo Engagement Ring 14k White gold Moissanite nwjnwt3610-Jewelry

Enabling Reinvention

4.0ct Heart Cut DEF colorless Halo Engagement Ring 14k White gold Moissanite nwjnwt3610-Jewelry

14k White gold Natural Amethyst Engagement Halo Ring, Round, 6mm, Sizes 4 to 10

Do you have assets sitting in a former employer's retirement plan, or hard earned money, earning next to nothing in a bank or CD or just want a second opinion on your current investments?

0.75 Carat Yellow & G-H Diamond 3 Stone Wedding Anniversary Ring 14K Yellow gold

14K White gold Wedding Engagement 3.5 Ct Amethyst Ring 0.097 Ct Natural Diamond

18K Princess Diamond Ring 0.4 CT VS1 D White gold Engagement Ring Enhanced

We understand today’s financial environment. We know that individuals face unique challenges. We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients. Let us evaluate your financial picture and help get your retirement clearly focused.

1ct 3 Stone Fancy Yellow Diamond Pear Shape bluee Sapphire Engagement Ring 14k WG

Since becoming securities licensed in 1983, I have had the pleasure of helping many families plan for retirement.  When relationships span decades and include generations of family members you come to know people intimately. I consider my clients my friends. I enjoy watching them thrive in their retirement years.  We treat every client like we treat our family.

1ct Three Stone Solitaire Diamond Anniversary Engagement Ring 14k pink gold

2.06ct Round Cut Anniversary Engagement Bridal Solitaire Ring 14k Yellow gold

When you stop working for your money, your money needs to start working for you. Identifying assets that are best suited for long-term monthly income to complement Social Security, pensions or other income is paramount to a comfortable retirement.  Identifying stagnant assets that need to work harder for you can make a huge difference in your retirement years.  

2.1ct Pear Cut Wedding Bridal Engagement Anniversary Ring Solid 14k White gold

Our business is built on a foundation
of thoughtful client relationships.

Protection is Key.

0.75 Carat Yellow Diamond Fancy Halo Promise Wedding Bridal Ring 14K White gold
2.2ct Round Cut Wedding Bridal Engagement Anniversary Ring 14k White gold

2.4ct Oval Cut Bridal Solitaire Statement Promise Ring Solid 14k Yellow gold
2.6ct Round Cut Halo Wedding Bridal Engagement Anniversary Ring 14k TwoTone gold

2ct Oval Statement Anniversary Wedding Engagement Bridal Ring 14K White gold

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

0.75 Ct bluee Diamond Forever Us Two 2 Stone By Pass Bezel Ring 14K Yellow gold