We invite you to discover and experience the power of our services. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Investments
- Fee Based Accounts
- Brokerage Accounts
- Variable Annuities
- Index Annuities
- Fixed Annuities
- Immediate Annuities
- Mutual Funds
- College Savings Plans (529)
- Treasury Bills
- Treasury Notes
Financial Planning
- Traditional IRAs
- Roth IRAs
- Simple IRAs
- SEP IRAs
- 401k
- 403b
- Defined Benefit
- Defined Contribution
- Money Purchase
- Target Benefit
- Profit Sharing
Insurance
- Disability Income Insurance
- Group Health Insurance
- Individual Health Insurance
- Term Life Insurance
- Variable Life Insurance
- Whole Life Insurance
- Hybrid Life Insurance
- Long Term Care Insurance