Broker Check

Products and 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 your investments, as well as other issues that are critical to your financial well being.


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuities


Common Stock

Managed Accounts (Active and Passive)

Retirement Accounts

Retirement Accounts

Tax-Advantaged Investing

401(k) Plans

403(b) Plans

College Savings

Estate Considerations

Money Purchasing Plans

Profit Sharing Plans

Social Security

Income Distribution Strategies

Fixed Annuities

Index Funds



Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Family Planning

Charitable Gifting

Income Protection

Business Planning

Business Continuation

Business Succession

Generational Gifting

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.   |  (606) 422-9992