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How We Work

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.


  • Educational IRA
  • Traditional IRA
  • Solo 401K
  • Roth IRA
  • Simple SEP
  • Fixed Annuity
  • Indexed Annuity
  • Life insurance
  • Debt Elimination
  • Indexed Universal Life
  • Fixed Universal Life

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Charitable Remainder Trusts


  • Indexed Universal Life
  • Fixed Life Insurance
  • Term Life 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 Today