Broker Check

Client Services

After all, It's Your Money!

After all, It's Your Money!

We always start with a conversation of what is most important to YOU - after all, it's your money. We then create an overall Strategy that will best help you continue with your lifestyle and achieve those outlined goals. Once your desires have been understood, then we look to the following tools to assist in the application of the Strategy: 

Financial Planning

Asset Accumulation

Asset Distribution

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans



Common Stock

Mutual Funds/Index Funds

Exchange Traded Funds

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities


Fixed and Index Annuities

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.

Contact Us