Broker Check


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 the wealth of information on our website.  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 our clients' financial well being.


Stocks & Bonds

Mutual Funds & ETFs

UTMA/UGMA & 529 Accounts

Traditional & Roth IRAs


401k Plans

Brokerage Accounts

Certificates of Deposit

Government Securities

Municipal Bonds

Variable Annuities

Fixed/Index Annuities

Financial Planning

Retirement Planning

Social Security Planning

Medicare Planning

Budget Planning

Estate Planning

Insurance Planning

Tax Planning

College Planning

401(k)/403(b) Planning

TSP Planning

Customized/Hourly Planning Available


Life Insurance - Term, Whole, Universal, Variable

Long-Term-Care Insurance

Disability Income Insurance

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. | 701-314-1166