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Cathy's Services

Our firm's main focus is on 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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Financial Needs Analysis

College Funding Strategies

Products and Services for Retirement Strategies

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Personal and Business Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Interested in Meeting?

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