Products & Services

Our financial planning process has been designed around your needs and has three distinct parts that provide a holistic view to your retirement plan:

1) Calculation of your current financial situation, needs, and goals for your future.

2) Application and implementation of a wealth strategy tailored to you.

3) Review/Monitor so you can continue to make smart financial  decisions for you, your family, and your future.

Comprehensive Financial Planning Provides for Wealth Optimization:




Investment Services and Offerings



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Income Planning

Social Security Planning


Tax Planning

Estate Planning

401(k) Planning

403(b) Planning

College 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.   |  815-990-6843