Products & 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.

Over the years our clients asked some pretty tough questions:

How much do I need to retire?

How will I pay for my healthcare?

Can I stay in my home?

How can I preserve my independence and not burden my family?

If I live too long, could I run out of money?

If I die too soon, will my family be able to survive?

How much should I be investing in my 401k plan?

How much should I be saving to send my child to college?

We would love to talk with you about these and other big questions you may have.  Please let us know when we can connect.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans  (SIMPLE IRA, SEP IRA, 401k plans and Defined Benefit Plans)  Let us help you customize the plan best suited for you and your business.

Tax Plans  

401(k) Planning  (If your looking to start a retirement plan or want simply want to review the plans you currently have, we are a phone call away)

403(b) Planning

College Plans  (529 plans are a great way to save for higher education)  

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

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.   |  256-878-1377