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How We Work

We are a fee based financial planning firm specializing in helping individuals develop a sound financial future. Whether you're in the accumulation phase or income distribution phase – please take the time to explore our website and the wealth of information we offer. We provide personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth preservation.

We understand the many challenges of securing your financial future and know the biggest concern for many is outliving their money. We focus on money management, income distribution as well as other issues that are critical to your financial well being. We pride ourselves on helping our clients prepare for a comfortable retirement while still being able to leave assets to their heirs.


Common Stock
Treasury Bills
Government Securities
Treasury Notes

Variable Annuity
Fixed Annuity
Mutual Funds
Exchange-Traded Funds
Interval Funds
Private Placements

Financial Planning

Advisory Accounts

Retirement Plans
Income Distribution Planning
Tax Plans
College Plans
Estate Plans
401(K) Planning
403(B) Planning
Money Purchasing Plans
Profit Sharing Plans
Educational IRA
Traditional IRA
Roth IRA
Simple IRA
Brokerage Accounts


Life Insurance
Health Insurance
Long-Term-Care Insurance
Disability Income Insurance
Medicare Supplements

Medicare Prescription Drug Plans

Individual Vision/Dental

Business Owner Insurance Planning

Employee Benefits

Group Life Insurance
Group Health Insurance
Group Dental/Vision Insurance
Medical Reimbursement Plans
Section 125 Plans
Retirement Plans (Simple/401K)

Corporate Owned Life 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.  |  (402) 434-4770