Broker Check

Our Services

How We Work

Our firm offers both traditional and alternative investment options to help develop sound strategies for many different needs.  We provide personalized service that is ongoing. We educate our clients about investment strategies and products, and take much of the mystery out of investing, insurance, estate conservation, and preserving wealth. Our clients’ comfort level is crucial.

If retired – or approaching retirement – explore our website and the wealth of information we offer. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on asset management, as well as other issues that are critical to your financial well-being.

What We Offer

Alternative growth and income strategies.
Guaranteed lifetime income.
Mutual fund portfolio analysis including a risk/reward profile.
Retirement planning/ IRAs and IRA rollovers.
Evaluating investment performance over a full market cycle.



Common Stocks

Mutual Funds

Government Securities


Types of Accounts

Uniform Trust for Minors

Traditional IRAs

Roth IRAs


Simple IRAs





Brokerage Accounts

Insurance Products

Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Fixed Indexed Annuities

Fixed Annuities

Variable Annuities

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. | (813) 286-1553