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.

We provide assistance in the following areas:


Traditional IRA
Roth IRA
Brokerage Accounts
Common Stock
College Savings Plans
Treasury Bills/Notes
Government Securities
Fixed and Variable Annuities

Financial Planning

Retirement Plans
Life Insurance
Tax Plans
College Plans
Estate Plans
Money Purchasing Plans
Disability Income Insurance
Long-Term-Care Insurance

Business Planning

Simple IRA
401(k) Planning
403(b) Planning
Profit Sharing Plans
Buy-Sell Agreements
Key Person Life Insurance
Succession Planning

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.