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.

We provide assistance in the following areas:

Financial Services

  • Retirement Plans
  • Tax Planning Strategies
  • 401(k) Plans
  • 403(b) Plans
  • College Planning
  • Estate Plannning Strategies


  • Brokerage Accounts
  • Exchange Traded Funds
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Strategies
  • Medicare Enrollment and review
  • Employee Benefits
    • Accident
    • Dental supplement
    • Vision
    • Life

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. | (802) 753-7385