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.


Stocks and Bonds

Brokerage Accounts

Fixed Annuities

Variable Annuities

Equity Indexed Annuities

Individual Retirement Accounts

Traditional and Roth IRAs

Educational IRAs

Simple IRAs


Financial Planning

Money Purchasing Plans

Profit Sharing Plans

Retirement Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans


Life Insurance

Health Insurance

Medicare Supplements

Disability Income Insurance

"Nursing Home Avoidance Insurance"

Also Known As 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.    |    575-746-9869