Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired, need guidance with a retirement plan or have any other financial or investment needs, 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 Stock

College Savings (529) Plans

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Mutual Funds

Closed End Funds


Equity Indexed Annuities

Fixed Products

    Financial Planning

    Retirement Plans

    Tax Managed Strategies

    401(k) Planning

    403(b) Planning

    College Plans

    Profit Sharing Plans

    457 Plans

    Thrift Savings Plans

    Defined Contribution Plans


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    For more information about our firm and the services we offer, please call the office. We would welcome the opportunity to speak with you.

    (507) 345-6560