Broker Check

Our Mission

Our team helps individuals and families develop personalized financial strategies. If you are retired – or approaching retirement – please feel free to explore our website and the wealth of information we offer.  We enjoy educating our clients about financial concepts and tools. Our goal is to take the mystery out of investing, insurance, estate conservation, and preserving wealth, and to empower everyone to make sound financial decisions. We want to see you thrive!

Our Process

When it comes to planning for retirement or other expenses, we recognize that the needs of every person differ.  This is why we offer a free initial consultation - we can't recommend a strategy until we know what you are up against! This consultation can be completed in person, over the phone, or by video conference. 

To help you create the plan that is right for you, we might ask for personal information like your age, your annual income, or whether you are married. This information helps us develop a more complete understanding of your life circumstances, but we will never pressure you for information. 

During your consultation, we may create a Retirement Roadmap and complete a risk tolerance assessment, which helps inform the future decisions we make together. 

Below, you will find a list of our main areas of focus. 


Traditional & Roth IRAs

SEP IRA & Simple IRAs

Stocks & Bonds

Mutual Funds & Exchange-Traded Funds

Brokerage Accounts

Treasury Bills & Government Securities


Financial Planning

Company Retirement Plans

Personal & Business Tax Planning

401(k) and 403(b) Planning

College Plans (529s, Coverdell)

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Permanent Life Insurance

Term Life Insurance

Long-Term-Care Insurance


For more information about our firm and the services we offer, feel free to send us a quick email or call the office. We welcome the opportunity to speak with you. |  (918) 392-7879