Broker Check


How We Work

As an independently managed practice, we strive to build a strong relationship with you by learning everything we can to provide the most applicable, timely, and accurate advice. The quality of advice, and ultimately your success, are tied to this relationship.

We offer personalized, hands-on service and use adaptive strategies for each stage of life. We help take the mystery out of investing, insurance, estate conservation, and preserving wealth and understand the concern of outliving your money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    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. | 605-415-4543