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

Educational IRA

Traditional IRA

Roth IRA


Brokerage Accounts

Variable Annuities

Mutual Funds

Closed End Funds

Unit Investment Trusts (UITs)

Section 529 Plans

Exchange Traded Funds (ETFs)

Real Estate Investment Trusts (REITs)

Managed Futures

Business Development Corporations (BDCs

Financial Planning

Retirement Planning

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Medicaid Planning

Final Expense/Funeral Trust


Life Insurance

Term Universal

Indexed and Variable

Long-Term-Care Insurance

Our Resources

Single Premium Immediate and Deferred

Fixed, Indexed and Variable

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. |  (715) 344-6300