Products & Services

The Services We Offer

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 and below is a list of some of the products we offer:


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Employer Investment Accounts

Brokerage Accounts

Variable Annuities

Indexed Annuities

Financial Planning

Retirement Plans

Tax Efficiency Planning

Income Planning

401(k) Planning

403(b) Planning

College Plans

Estate & Will Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Term Life Insurance

Whole 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.   |  262-444-5401