Areas of Practice:
  • Personal Financial Planning
    • Plan through periodic saving to achieve financial goals.
  • Retirement Planning
    • Prepare clients for comfortable retirement in golden years through careful planning, constant contributions and periodic reviews to meet retirement targets.
  • Wealth Accumulation Strategies & Estate Planning
    • Assist clients in smooth transfers of assets to loved ones by potentially minimizing taxes and expenses and avoiding financial mistakes.
Products and Services: We are proud to offer a full array of products and services to compliment your complete financial portfolio. We diligently analyze your financial resources to prepare the optimal financial plan to help you toward financial independence. Product Lines include the following but not limited to these products:
  • INSURANCE
    • Life (Term, Universal Life, & Indexed Universal Life).
    • Disability income: income replacement and indemnity plans.
    • Medical: Comprehensive major medical, medicare supplement, dental plans, & travel insurance.
    • Property / Casualty: standard and nonstandard risks, personal and commercial
  • Retirement Funding – Equity-indexed annuities, fixed annuities, retirement accounts (SEP, IRA, KEOGH, ROTH IRA), education plans (education IRA)
  • REAL ESTATES – Sales of Commercial & Residential Properties, Business Buy-Sells, Leasing and Property Management. We specialize in small businesses such as grocery stores and restaurants, Realty and Business transactions.
  • Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC