How We Work

Our firm specializes in helping individuals develop sound retirement strategies. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, and wealth preservation. We offer personalized, hands-on service. If you are retired – or approaching retirement – please take the time to 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 building long-term relationships that encompass all areas critical to your financial well being.

Investment Services

Rollover Options

Investment Management

Portfolio Design

Separately Managed Accounts

Unified Managed Accounts

Investment Allocation

Individual Securities

Portfolio Rebalancing

Tax-Efficient Investing

Tax-Loss Harvesting

 401k Self-Directed Brokerage Accounts

Roth IRA  

Traditional IRA

Small Group Retirement Plan Setup

SEP & Simple IRA's

403(b) Plans

Brokerage Accounts

Laddered Treasuries

Cash + Alternatives

Common Stock


529 Education Plans

Financial Planning

Financial Planning

Retirement Income Analysis

Estate Planning

Qualified Charitable Distributions

Life Insurance Review & Analysis

Pension Projections

Social Security Planning


Permanent Life Insurance

1035 Exchanges

Term Life Insurance

Medicare Plans

Long Term Care Insurance

Disability Income 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. |  385-722-2203