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 provide. We offer personalized, hands-on service to our clients. 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.

What We Do

  • Investment and Portfolio Management

  • Retirement Planning

  • Risk Management

  • Income Planning

  • College Planning

  • Tax Planning

  • Estate Planning and Asset Protection


Common Stock


Mutual Funds

Variable Annuity

Exchange Traded Funds

Individual Retirement Accounts (IRAs)

Real Estate Investment Trusts

Brokerage Accounts

Government Securities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

College Plans

Estate Plans

Profit Sharing Plans


Life Insurance

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. | (808) 327-5410