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.

As a family owned and operated business, we understand that coworkers and family are often one in the same. A strong employee benefits package is a phenomenal way to reward your loyal employees' years of service while attracting the best and brightest in a competitive job market.

Employee Sponsored Benefits

Group Health

Group Dental & Vision

Group Teledoc

Other Group Ancillary

Affordable Care Act & Benefits Compliance 

Human Resource Services 



Common Stock

Investment Allocation

Education Funding

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Solutions for Non-Profit Business 


Key Person Insurance

Buy-Sell Insurance 

Disability Income Insurance

Life 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. 588-2820