As an independent firm, we’re able to provide our clients with as many options as possible. Our clients come from all walks of life and all income levels. Whatever financial concerns you may have, our goal is to work with you to address and resolve them.

The Titan Financial Navigator

As you begin your journey on the wide-open waters of retirement, it’s important to see the path ahead of you, prepare for the journey and launch a plan to get you where you want to go. As an experienced navigator of retirement strategies, we can help you look at the options that can help set the proper course.

  • icon-1


    Before going anywhere, we want to sit down and hear your story. Where you’ve been. How you got this far. Where you want to go. This is your story.

  • icon-2


    We can help you build a comprehensive plan by analyzing your current situation and looking at various ways you can accomplish your retirement goals.

  • icon-3


    Embrace your retirement as it happens! We help coordinate and implement your plan, reviewing periodically and making key adjustments when major life moments happen.

Your Goals Are Ours

We design financial strategies that help accomplish three key goals:

Growth Opportunities

“Will I run out of money?” This is the top concern we hear from new clients. Our retirement income strategies can help you feel confident that your money will last as long as you need it. These strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.


The closer you are to retirement, the less risk you should take on. We can incorporate products and services that help preserve what you have. We do this through life insurance, tax-efficient strategies, long-term care strategies and IRA legacy planning.


You want to create a legacy that lives on after you’re gone. We work closely with attorneys and tax professionals to help you organize your giving strategy, helping you with trusts, probate, charitable giving, legacy planning and tax-efficient strategies.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Call Now Button