Broker Check

Advisory Services

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.

Investments Planning

Rollover IRA Services

College Education 529

Custom ETF Portfolios

Traditional IRA

Roth IRA

Fixed Index Annuities

Educational IRA

Variable Annuities

Institutional Services

401(k) Planning

413(c) MEP Plans

Pooled Employer Plans

Cash Balance Pensions

Defined Benefit Pension

Money Purchase Plans

Profit Sharing Plans


Risk Management

Group Life Insurance

Term Life Insurance

Variable Life Insurance

Universal Life Insurance

Buy Sell Agreements

Group Disability

Key-Man Insurance

Whole Life 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. | (937) 342-0795