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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on services, 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 and other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable & Fixed Annuities

Mutual Funds

Exchange-Traded Funds

Direct & International Securities

Alternative Investments

Financial Planning

Retirement Planning

Wealth Management

Managed Asset Plans

Business Planning

Investment Portfolio Analysis

Portfolio Review

Trust Services*

Tax Plans

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 our firm or the services we offer, please email us or call the office.


*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.