Broker Check


How We Work

Our investment services 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.

Investments & Account Services

Advisory Accounts


Brokerage Accounts

Common Stock

Educational IRA

Government Securities

Roth IRA


Simple IRA

Traditional IRA

Treasury Bills

Treasury Notes

Variable Annuities

Financial Management

Retirement Planning

Tax Planning

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  360-448-2054