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Our Services

Our firm specializes in helping individuals develop sound retirement strategies. If yu 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 out 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 use a wide variety of investment options to help you reach your objectives in a well-diversified strategy that fits your needs and desires. Everything from very conservative government bonds, to well-balanced mutual funds, to individual stocks are considered in each individually designed portfolio. 



Mutual Funds


Unit Investment Trusts

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Structured Notes


Variable Annuities

Fixed Annuities

Traditional IRA

Roth IRA

Financial Planning

We offer in-depth analysis of your current financial situtation along with your future goals and objectives. Using a variety of planning programs and services we will carefully look at your probability for success as you go into and through retirement. 

Retirement Plans

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Tax Plans

401(k) Planning

403(b) Planning

College Plans


Along with designing a comprehensive investment portfolio, we will also analyze your needs for a variety of insurance opportunities to protect your plans. We will also analyze any current insurance policies you hold to see if they still meet your needs. 

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Life Insurance Retirement Plans (LIRP)


One of the biggest concerns for many people is that they not only leave a lasting legacy to their heirs, but that they do it in the most tax-efficient way. We will help to make sure that your estate is set up the way your desire so that your assets go to those you desire in the  most tax-efficient ways possible along with avoiding probate. 


Trust Planning

Estate Planning

Tax Efficient Planning

Surviorship 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. |  405.561.7051