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Our Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired, approaching retirement, or just getting started – 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.


Mutual Funds

Traditional IRA

Roth IRA


Simple IRA

Educational IRA

Brokerage Accounts

Variable Annuity

Financial Planning

Retirement Plans

Estate Plans

College Plans

401(k) Planning

403(b) Planning


Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Medicare Supplements

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. | | (423) 648-0370