Broker Check


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.

Investments *

Brokerage Accounts

Fee Based Managed Accounts

Stocks – Listed and Unlisted

Bonds – Government or Corporate

Mutual Funds

Exchange Traded Funds (ETF)


Unit Investment Trusts

Fixed, Equity, and Variable Deferred Annuities

Immediate Annuities

Real Estate Investment Trusts

Retirement Plans

Individual Retirement Accounts (IRA) – Traditional and Roth

Simplified Employee Pension (SEP)

Profit Sharing

401 (k)

403 (b)

Single 401 (k)

Roth 401(k) Plans


Life Insurance

Medical Insurance

Medicare Supplement Insurance

Disability Income Replacement 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. (614) 499-1201