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 money management, as well as other issues that are critical to your financial well being.


Common and Preferred Stock


Mutual Funds

Exchange Traded Funds (ETF's)

Managed Money Options 

Brokerage Accounts

Government Securities

Treasury Bills and Notes

Variable Annuities

Fixed and Fixed Index Annuities

Traditional IRA

Roth, SEP & Simple IRA

Educational IRA

Financial Planning

Overall Financial Planning

Retirement Planning

401 (k) Planning

403 (b) Planning

College Planning

Estate Planning Guidance with referrals to Qualified Counsel

Money Purchase Plans

401(k) and Profit Sharing Plans

Investment Tax Strategy Guidance with referrals to Qualified Professionals


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.   |  (260) 436-6588