Broker Check

Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. 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.

Retirement Income Stratagies

Retirement Income Stratagies

 We help clients plan for a comfortable and secure retirement by providing comprehensive retirement planning services, including investment management, Social Security optimization, and income planning strategies.  We offer a free annuity review for any annuities you already own or we can get quotes if you are interested in purchasing an annuity.

Investment Management

Investment Management

Our investment management services are designed to help clients build and manage a diversified investment portfolio that aligns with their financial goals and risk tolerance, while minimizing taxes and expenses.

Tax Planning

Tax Planning

We offer tax planning services to help clients minimize their tax liabilities and maximize their after-tax income, through strategies such as tax-loss harvesting, charitable giving, and retirement account contributions.

Estate Planning

Estate Planning

Our estate planning services help clients protect their assets and ensure that their wealth is transferred according to their wishes, through the use of trusts, wills, and other estate planning tools.

Insurance Planning

Insurance Planning

We provide insurance planning services to help clients assess their insurance needs and find the right coverage to protect themselves and their loved ones, including life insurance, disability insurance, and long-term care insurance.

Business Planning

Business Planning

Our business succession planning services help business owners plan for the future of their businesses by identifying potential successors, developing a transition plan, and creating a strategy to minimize taxes and preserve wealth.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Fixed Annuity

Indexed Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

By Sell Agreements

Cross Sell Agreements


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


Cash value Life Insurance

Term Life Insurance

Have a Question?

Thank you!

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. |  253-590-8233