Broker Check

Our Services and How We Work

Our firm specializes in helping individuals and families develop sound, comprehensive financial planning strategies for all stages of life – from short-term college saving to long-term retirement planning and everything in between. We offer personalized service by listening to your needs and crafting a customized plan.

Backed by decades of experience, we take the mystery out of investing. This provides clarity around financial concepts and helps you understand all your options. Look to our experience for guidance in all aspects of retirement planning, including navigating Social Security, retirement investing, tax planning and estate planning. You can utilize the seasoned experience of one of our Certified Financial Planners (CFP®) for a more holistic approach to bringing all the pieces of your financial life together.

We understand the many challenges and decisions involved in planning for your financial future, including placing your trust in an advisor. Our team of financial seasoned financial advisors implements a multi-step process rooted in understanding your personal circumstances. This insight into your concerns and aspirations becomes a guidepost that helps ensure the advice we offer aligns with your goals, as well as the values that shape your life and the legacy you hope to create.

We are committed to acting in your best interest and abiding by high standards of competency and ethics. Our Certified Financial Planner (CFP®) professionals, and all our financial advisors, adhere to the Code of Ethics outlined by the CFP Board. 

As independent advisors, we recommend the most appropriate investment and insurance products that are in your best interest and driven by your needs. We have a wide array of investment products available to help you grow, preserve and manage your wealth.



Common Stock

Educational IRA

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

Asset Management

Risk Management

Income and Tax Management

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. | 234-200-5230