Broker Check


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 embrace the total well-being of our clients to offer services that are personalized and hands-on. We educate our clients about financial concepts and products, while taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and recognize the most significant 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 and Insurance Solutions

Investment Solutions

  • Professionally Managed Investment Accounts 
  • Brokerage Accounts 
  • Mutual Funds 
  • REIT's
  • Oil and Gas Programs
  • Traditional IRA/SEP/ SIMPLE
  • Roth IRA
  • Fixed Income Investments

Insurance Solutions

  • Life Insurance 
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Annuities

Foundational Planning

  • Financial Education on Investment and Insurance Options
  • Risk Tolerance Assessment
  • Asset Allocation / Finding the Right Investments for You
  • Cash Flow Analysis and Balance Sheet
  • Debt Management
  • Savings, Investment, and Retirement Analysis.
  • Risk Management Planning
  • College Funding Planning
  • Annual Plan Review and Accountability Support
  • Access to Financial Platforms and Budgeting Tools
  • Categorizing of Expenses and Income Sources
  • Interactive "What If" Planning
  • Customized Retirement Income Road-Map
  • Detailed Current/Future Cash Flows, Balance Sheet, and Retirement Income Sources
  • Written and Bound Comprehensive Wealth Plan

Comprehensive Planning

Features of Foundational Planning plus (+)

  • Pension and Social Security Analysis
  • Custom Financial Management Platform
  • Holistic and Generational Family Planning Strategies
  • Estate Planning Strategies
  • Business Succession Planning
  • Charitable Planning
  • Advisor Coordination 
  • Tax Harvesting Strategies

Please send us an email or call the office for more information about our firm and services. We welcome the opportunity to speak with you.