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How We Work

At our firm, we offer a variety of financial products and services that, when combined, create an investment plan that integrates risk tolerance, lifestyle goals, and business objectives.  When it comes to financial planning, we aim for a long-term, diversified strategy to help you pursue your financial goals.


  • Custom Tailored Accounts
  • Third Party Managed Accounts
  • Mutual Funds
  • ETFs
  • Individual Stocks
  • Bonds
  • Closed-End Funds
  • Preferred Stocks
  • REITs
  • Inflation Protected Securities
  • Variable & Fixed Annuities
  • Risk Assessment & Review


  • 401(k)
  • Roth 401(k) Profit Sharing Plans
  • 403(b)
  • TSA Plans
  • Individual 401(k) Plans
  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs
  • Retirement Plan Review
  • Income Needs Analysis


  • Term
  • Universal Life
  • Whole Life
  • Long-Term Care 
  • Disability 
  • Advanced Design for Estate Planning
  • Buy/Sell Agreements
  • Key-Man

Additional Services 

  • College/529 Plans
  • Real Estate Consulting
  • Social Security
  • Medicare Advice
  • Financial Plans
  • Family Legacy Planning

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. |  269-349-1432