Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired, approaching retirement, changing careers, or looking for a financial advisor you can trust– please take the time to explore our website and the wealth of information we offer. We offer a personalized wholistic approach with hands-on service in our process of developing a financial strategy for you. We strive to 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


Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


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 would welcome the opportunity to speak with you.   |  (231) 392-1435