Broker Check


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.


Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

401(k)/Solo 401(k)

Educational IRA/529

Certificate of Deposit (CD)

Variable Annuity

Common Stock


Treasury Bills/Notes

Financial Planning

Retirement Plans

Tax Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Strategies

Money Purchasing Plans

Profit Sharing Plans

Charitable Giving


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Supplement 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. | (715) 231-2058