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 strive to 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

Mutual Funds

Exchange Traded Funds

Alternative Investments

Variable Annuities

College Savings Plans

Brokerage Accounts

Wealth Management Services

    Financial Planning

    Retirement Planning

    Social Security Planning

    Asset Allocation Analysis

    401(k) Rollover Analysis

    Roth Conversion Analysis

    Tax Planning

    College Planning

    Estate Planning

    Survivor Income Planning


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Fixed Rate Annuities

    Multi-Year Guarantee Annuities

    Fixed Indexed Annuities 

    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.  |  304-992-4050