How We Work

Our firm specializes in helping individuals, families, high net worth individuals, and small business owners develop sound financial and 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.

Financial Planning

Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Wealth Transfer
Asset Protection

Insurance services

Disability Income Insurance
Life Insurance
Buy-Sell Insurance
Group Benefits Insurance
Long-Term Care Insurance
Critical Illness Insurance
Health Insurance
Medical Supplement Insurance
Major Medical Insurance


Common Stock
Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Fixed / Indexed Annuities 

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.   |  304-935-2230