Broker Check


How We Work

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 all aspects of wealth management, as well as other issues that are critical to your financial well being.  After all, we believe that prosperity means more than just money.  We work with our clients to tailor wealth management that provides them the prosperity they deserve.

Our Approach

We start by analyzing your current situation and explaining the different ways we can help. Then we develop a customized plan to reach your goals and compare them to your current situation. Finally, we recommend and implement a strategy that helps you achieve your goals with a firm understanding of each component of your plan.

This becomes your personalized roadmap for your journey.



Common Stock

Real Estate Investing, 1031 Exchanges (DST)

Traditional IRA

Tax Management

IRA Planning

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Asset Allocation Strategies

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning & Management

403(b) Planning & Management

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care 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. 309-8301