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.



Common Stock

529 Plans

Educational IRA

Traditional IRA

Roth IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

College Plans

Estate Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


Variable Annuities

Retirement Plans

401(k) Plans

Money Purchasing Plans

Profit Sharing Plans

Defined Benefit Plans

Defined Contribution Plans

Non-qualified Compensation


Simple IRA Plans

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. | (737) 777-0323