Broker Check

Our Services

Our retirement strategies are designed for public employees and are provided at no cost. Product(s) purchased may have their own fees and expenses.

Our Retirement Enhancement Systems provides the following:

  • A review of your pension benefits
  • An estimation of your future retirement options
  • Deferred Retirement Option Program
  • FRS Investment Plan
  • Deferred Compensation as part of your retirement income
  • Life Insurance when applicable to individual needs
  • Social Security Options


  • No-fee Consultations
  • Customized Retirement Strategies
  • Investment Planning Strategies
  • Pension Rollovers
  • Tax Advantage Investing
  • Education Funding
  • Portfolio designed to suit your objectives and risk tolerance