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.


Traditional IRA

Roth IRA


Simple IRA

College 529 Plans

Common Stocks / Bonds

Brokerage Accounts

Variable Annuity

Treasury Bills

Treasury Notes

Government Securities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans (529)

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance Planning 

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Business Owners Solutions

As a business owner you have the ability to establish plans based on the needs of your company. Some of the solutions are listed below. We would love to have a conversation with you about potential options for you and your company.  

401(k) Plans, SEP IRA, SIMPLE IRA, Profit Sharing Plans, Pension Plans, Cash Balance Plans, 403(b) Plans, 457 Plans

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. |  (513) 276-3772