Our primary service is to meet your needs through professional money management. We use stocks, bonds, mutual funds and ETF's to create growth and income portfolios. We utilize laddered bond strategies, using taxable or tax free instruments for our income clients. PFP works solely to identify your objectives and creates prudent investment plans to achieve your financial goals. We also offer retirement plan solutions including the use of annuities, life insurance and long-term care.

Creating the Income, Growth and Safety you desire through:

Portfolio Management & Capital Preservation

Cost and Risk Control Establishing Long-Term Relationships

Integrity - Service - Financial Solutions

Firm Start Year

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I work with the following types of clients

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I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

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Criminal Disclosures in Last 5 years

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Minimum Portfolio Size for New Managed Accounts

B.S. Industrial Engineering -