635 2nd Avenue South
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.
We provide assistance in the following areas:
Traditional IRARoth IRABrokerage AccountsBondsCommon StockCollege Savings PlansTreasury Bills/NotesGovernment SecuritiesFixed and Variable Annuities
Retirement PlansLife InsuranceTax PlansCollege PlansEstate PlansMoney Purchasing PlansDisability Income InsuranceLong-Term-Care Insurance
SEP IRASimple IRA401(k) Planning403(b) PlanningProfit Sharing PlansBuy-Sell AgreementsKey Person Life InsuranceSuccession Planning