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4508 1/2 Pennsylvania Avenue
PO Box 12326
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.
Retirement Strategies401 (k) Rollover403 (b) RolloverCollege Saving PlansEstate PlansProfit Sharing PlansWealth TransferAsset Protection
Disability Income InsuranceLife InsuranceBuy-Sell InsuranceGroup Benefits InsuranceLong-Term Care InsuranceCritical Illness InsuranceHealth InsuranceMedical Supplement InsuranceMajor Medical Insurance
Volunteer Employee Benefits
Group Health Insurance
Group Term Insurance
Disability Overhead Insurance
Tax Saving Strategies
401k Setup and Planning 403b Setup and Planning Buy-Sell Agreements Succession Planning
Executive Deferred -
BondsCommon StockEducational IRATraditional IRARoth IRASEP IRASimple IRABrokerage AccountsTreasury BillsGovernment SecuritiesTreasury NotesVariable AnnuitiesFixed / Indexed Annuities
email@example.com | 304-935-2230