Broker Check


We Help You With Your Goals In Mind

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.

  • Investment Management

    We are able to provide you with a variety of resources in terms of investment management. We always believe in exploring more than one investment strategy to make sure we pick the best one to help you meet your goals. We provide group retirement plans such as 403bs, 457s, and 401ks to school districts, non-profits, and corporations as well. We are also able to assist you with any help you might need in regard to individual retirement accounts such as an IRA.

  • Financial Planning

    We also offer comprehensive financial plans. Many people have the misconception that a financial advisor only serves individuals with a large amount of investments. Under a financial planning engagement, we will be providing you with a flat fee for plan service based on the complexity of your financial situation. Some topics that are covered in our financial plans are listed, but not limited to, the ones below.

  • Group & Individual Insurance

    We work with corporations and school districts to help make sure all of their employees have the adequate insurance available to them that they need. We assist in bringing all the benefits together and helping each employee make the right decision as to whether that benefit is best for them or not. We also help individuals meet any life insurance, long term care, or disability needs they might have.

  • Financial Wellness

    We are an advocate of increased financial literacy. Many of us receive the education we need in life to earn an income while we are at college. What normally isn’t taught is once you receive that income from your job, how do you properly manage that financial asset? We provide tailored financial wellness programs to school districts and other businesses based on the needs of the employees. Anything from large speaking engagements to individual sessions with employees. We do everything to make sure your employee will have the knowledge they need to properly manage their finances so they can live a healthier life.

Investment Management

IRA (Roth & Traditional)
Education Savings Plan

Financial Planning

Budgeting & Cash Flow Analysis

Managing Financial Behavior


Education Planning

Insurance & Risk Management

Student Loan Debt Management

Estate Planning

Retirement Planning

Pension Analysis

Tax Planning


Group Insurance Benefits

Individual Life Insurance

Individual Disability

Individual Long-Term Care

Financial Wellness

Financial Education

Individual Help

Group Speaking Engagements

Educational Articles


Debt Management

Basics of Financial Planning

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. | 800-471-7717