Our Services

Derek’s approach is based on your entire financial picture; your long-term financial health is his primary concern. And unlike many large Wall Street firms, he designs investment strategies with attention to detail—providing unique ideas and options specific to your individual situation.

His comprehensive services include:

  • Retirement and estate planning
  • Healthcare planning
  • Financial planning
  • Tax reduction strategies
  • Wealth protection strategies
  • Business exit strategies
  • Company 401(k) plans
  • Investment management
  • Social Security Optimization
  • Life insurance
  • Long Term Care insurance
  • College funding strategies

“We show our clients ideas that strive to help preserve their income in retirement and/or protect their investment,” Derek notes.

It’s the kind of personalized service and attention that sets Derek apart from his competitors. “We build lifelong relationships with our clients,” he stresses. Derek takes your money concerns to heart, and will go the extra mile to try to ensure your financial future is protected.