Broker Check


Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We 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.


Term Life Insurance

Permanent Life Insurance

Buy-Sell Agreements

Key-Man Insurance

Collaterally assigned Insurance

Disability Income Insurance

Business Overhead Expense Insurance

Long-Term-Care Insurance

Group Life Insurance

Group Short-Term & Long-Term Disability Insurance

Group Supplemental Insurance


IRA's: Traditional, ROTH, SEP, & Simple

Brokerage Accounts

Advisor-Managed Accounts

529 Plans



Mutual Funds


Variable Annuities

Structured Annuities

Fixed Annuities

Financial Planning

Retirement Plans

Business Planning

401(k) Planning

403(b) Planning

College Plans

Estate, Wealth Conservation, & Wealth Transfer Plans

Money Purchasing Plans

Profit Sharing Plans

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. | 352-610-4297