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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.

    Financial Planning *

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans (529 Plans)

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Investments *

    Fixed Index Annuities

    Hybrid Annuities

    Mutual Funds

    Educational IRA

    Traditional IRA

    Roth IRA


    Simple IRA

    Brokerage Accounts

    Variable Annuity


    Life Insurance

    Fixed Annuities

    Individual Health Insurance

    Marketplace Insurance (

    Key Man Insurance

    Buy\Sell Insurance Plans

    Employer Sponsored Health & Dental Insurance

    Medicare Supplement & Medicare Drug Plans

    Medicare Advantage

    Disability Income 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. |  815-484-8700