Products & Services

How We Work

Our office 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.

Financial Planning

Retirement Planning

Estate Planning

Tax Planning

College Planning

Wealth Preservation Planning

Wealth Transfer Planning


529 College Plans

Traditional IRAs

Roth IRAs




401(k)s and Solo 401(k)s

Fixed, Indexed & Variable Annuities

Money Purchase Plans

457 Plans

Cash Balance Plans

Deferred Comp Plans


Term Life Insurance

Permanent Cash Value Life Insurance

Medicare Supplement Insurance

Medicare Part D Drug Plans

Long Term Care Insurance

Hybrid Long Term Care Insurance

Disability Income Insurance

For more information about our office and the services we offer, send us a quick email or give us a call. We would welcome the opportunity to speak with you. |  308-632-2180