About Us
Welcome to our website. The picture above is my wife, Maureen and me visiting her ancestral land in Ireland.
We specialize in Retirement Planning. Our firm started in 1975 after my graduation from the University of Georgia. We are staffed by people committed to providing our clients with highly personalized service.
Our objective is simple: We help our clients to make their retirement years the best years of their lives. This includes help finding the right Medicare Coverage as well as properly arranging financial assets to:
- Protect you from market corrections,
- Provide guaranteed income that protects from future inflation,
- Provide guaranteed income that you cannot outlive,
- Provide a legacy for your family.
Our approach is direct: We
- Analyze our clients’ needs,
- Design a responsible program, and
- Recommend a Plan that is an effective strategy designed for your individual situation.
Why choose us?
Where you choose to find a retirement planner makes a difference. Two key reasons to choose us over others are:
- Our commitment to customer service and
- Our experience and knowledge
We are proud to serve Retirees both now and in the future. We look forward to serving you.