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How We Work

Our firm specializes in personalized, hands-on services that focus on protecting the income, wealth and legacy of our clients. We educate out 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 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.


Traditional IRA

Roth IRA


Simple IRA

Mutual Funds

Exchange Traded Funds (ETFs)

Custodial Accounts

Brokerage Accounts

Fixed & Variable Annuities

Financial Planning

Comprehensive Financial Planning

Retirement Plans

Income Distributions Planning

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Personal Trust Services

Money Purchasing Plans

Profit Sharing Plans


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. |  (260)450-0671