Broker Check


Solutions Tailored for Individual Needs

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – or are looking for assistance with investments in a Trust, please take the time to explore our website and the wealth of information we offer. We provide personalized, hands-on service to fit your unique needs. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Our focus is to serve individuals, estates and trusts.  We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, wealth retention and other issues that are critical to your financial well being.



Common Stock


Mutual Funds

Beneficiary IRA

Traditional IRA

Roth IRA


Simple IRA

Advisory Accounts

Brokerage Accounts

Variable Annuity

Financial Planning

College Funding




Strategic Tax Plans

Trust Portfolio Management


Fixed and Indexed Annuities

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 welcome the opportunity to speak with you. |  (253) 638-0469