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 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.


Investment Advisory Services

Tax Free Bonds


Educational IRA

Traditional IRA

Roth IRA

Simple IRA

Mutual Funds

Government Securities

Variable Annuities

Financial Planning

Retirement Planning

Financial Planning

Estate Planning

Tax Planning

Asset Management

Asset Allocation

Small Business Retirement Planning

Small Business Continuity Planning

401(k) Planning

403(b) Planning

College Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care 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.   |  406-457-5474