Broker Check


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.

Our most important consideration?  You.  We want to learn more about you, your personal situation and your dreams.   We then work with you to create your ideal life financial plan through our tailored Ideal Life Planning Process. All the while, building long-term relationships that encourage open and honest communication to help you achieve your ideal life.

Fee Based Financial Planning Services

  • Comprehensive Planning
  • Segmented Planning
    • Education
    • Risk Management
    • Retirement
    • Distribution Plan
    • Wealth Transfer
    • Estate

Fee Based Investment Advisory Services

  • Portfolio construction based on your goals and risk tolerance
  • Third Party Money Manager selection and monitoring
  • Second Opinion Portfolio Review
  • Retirement Plans Fee for Service (401(k), 403(b), SIMPLE IRA, SEP-IRA)

Full Service Brokerage and Insurance

  • Stocks
  • Bonds
  • Mutual Funds
  • ETF’s (Exchange Traded Funds)
  • Annuities (Variable, Indexed & Fixed)
  • Insurance (Life, Long Term Care & Disability)
  • Retirement Plans (IRA, SEP, Roth, 401(k), 403(b) and SIMPLE IRA)

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) 722-2330