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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – 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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Life Insurance

  • Term Insurance 
  • Permanent Insurance

          & Strategies for Tax Free Income 

Annuity Income Specialist

Long-Term-Care Insurance

Disability Income Insurance

College Planning and Funding

Want to learn more about College Planning and Funding?

How to Pay for College with as Little Out-of-Pocket as possible

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.   |  479-286-1333