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.

Investment Management

Investment Strategies:

 Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts


Investment Options:

Mutual Funds



Common Stock

Variable Annuity

Financial Planning

Retirement Plans

401(k) Planning

Profit Sharing Plans

403(b) Planning

College Savings Plans

Estate Planning Strategies

Insurance Strategies

Debt-Reduction Strategies

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.  |  989-402-1423