Broker Check


How We Work

Our firm specializes in helping individuals develop 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



Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Life Changing Events

Cash Flow Management

Investment Management



College Plans

Estate Planning Strategies

Tax Planning Strategies

401(k) Planning

403(b) Planning

College Plans

Profit Sharing Plans


Insurance and Asset Protection

Disability Income Insurance*

Life Insurance

Long-Term-Care Insurance*

*The availability of certain products varies by carrier and state.

For more information about our agency and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. (346) 295-2334