How We Work

Our firm specializes in helping individuals develop sound financial strategies no matter what stage of life you are in. If you are still accumulating wealth, we can help you determine strategies to address your current and future goals. 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. Our focus is on being your financial partner and a partner to your family now and when you need us most in the future. We are here to help.

Investment Management

Advisory Services

Brokerage Services

Common Stock Purchases

Portfolio Management

Re-balancing Analysis

Traditional IRA

Roth IRA


Simple IRA

Variable Annuity

Financial Planning Services

Retirement Plans

Tax Plans

Cash Flow Analysis / Budgeting

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Generational Wealth Transfer Issues

Money Purchasing Plans

Profit Sharing Plans

Insurance Needs

Life Insurance

Long-Term-Care Insurance

Fixed and Variable Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 525-8059