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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


  • Stocks
  • Bonds
  • Mutual Funds
  • Variable and Fixed Annuities
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning

  • Asset Management**
  • Asset Allocation
  • Elder and Long Term Care Planning
  • College Aid Planning - make sure you don't overlook financial aid.
  • Financial Planning
  • Retirement Planning
  • Employment Benefits
  • Business Planning
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Insurance Planning
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

* Securities, products and services are offered through American Portfolios Financial Services, Inc., member FINRA, SIPC

** Advisory services are offered through American Portfolios Advisors, a registered investment advisor.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (631) 751-1777