Broker Check

Our Services

How We Work

Our firm focuses on 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.

As a family-owned business, established nearly three decades ago with over 100 years combined experience, our clients are treated with honesty, integrity and loyalty. Clients can expect to develop long-term relationships with our advisors and staff.

Financial Plan Design*

Personal Financial Analysis

Tax Planning (including referrals for tax preparation)

Estate Planning

College Funding Programs

Retirement Planning:

Traditional IRA's*

Roth IRA's*

TDA / 403(b)*



Mutual Funds*

Money Markets*

Limited Partnerships*




Single Premium


Index 500



Life Insurance

Disability Income Insurance

Mortgage Insurance

Medical Insurance

Dental Insurance

Long Term Care

Medical Supplements

Medicare Supplements

Accident Insurance

Cancer Insurance

Vision Insurance

Business Services

Group Pension or Profit Sharing

SIMPLE Plans (IRA & 401k)*

401 k Plans*

Executive Salary Continuation

Section 125

Payroll Deduction Plans

Group Insurance:

Medical (Blue Cross & others)




Long Term Care

Deferred Compensation

Buy/Sell Agreements

Referred Services

Property and Casualty:



Worker's Compensation


Financing/Refinancing Homes

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.   |  248-620-0707