Broker Check

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.

Employee Benefits

401(k) Plans

Simple IRA Plans

Medical Plans

Dental Insurance

Short and Long Term Disability Insurance

Life Insurance

Vision Plans

Voluntary Benefits


Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Mutual Funds

529 College Savings Plans

Insurance for Families

Individual and Family Medical Insurance

Medicare Supplement 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.   |  706-629-8115