Broker Check


Bringing You One Step Closer To Financial Freedom

Our customized programs are designed to build strong financial foundations, which aim to grow and conserve your wealth by delivering an unprecedented level of personalized service.  Services we offer include:

Financial Planning – A comprehensive financial plan gives you an overall snapshot of your financial position. 

Investment Management – internally managed investment strategies with broad diversification. 

  • Mutual Funds
  • Common Stock
  • Bonds – Municipal, Corporate and Government
  • Annuities
  • College Savings Plans

Retirement Strategies – it’s never too late or too early to begin planning.

  • Traditional IRA
  • Roth IRA
  • IRA Rollovers

Qualified Plans for Businesses – tax advantaged plans for your business and employees

  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • SEP and SIMPLE IRA Plans

Insurance & Risk Management – insurance for you, your family and your business.

  • Life Insurance
  • Disability Income
  • Long Term Care 

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. |  (806) 792-7434