Broker Check

Products & Services

How We Work

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. 906-8687 ext. 101

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 we 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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Tax Preparation

Let us work with you on filing your federal and state tax returns. We concentrate on individual tax returns specializing in investment tax issues, RMD's and personal estate and trust issues.

Financial Planning

High Net Worth Individuals

Money Management

Financial Planning

Estate Planning

401(k) Accounts

Individual Equities

Variable Life

Variable Annuities

Small Business Retirement And Benefit Plans

Investment Advisory Services

Retirement Planning Specialist





Disability Income