Broker Check

How We Work

Our firm specializes in helping individuals develop comprehensive financial planning strategies based on their core values. Clients often come to us concerned about sending their children to the college of their choice without jeopardizing their own ability to retire. Other times, they're looking to make a smart decision in the purchase of their first, or forever, home. Whether you're just starting your financial journey or worried about making sure your workplace benefits integrate with your personal financial strategy, we're here to help. 

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.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuities

Financial Planning

Retirement Plans

Tax Minimization Strategies

401(k) Plans

403(b) Plans

Education Funding Strategies

Estate Conservation Strategies

Money Purchasing Plans

Profit Sharing Plans


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.   |  910-339-3006