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My Services

How We Work

Our thorough 8-step process will sculpt a comprehensive financial plan that ensure you are confident in your decisions and your future. We will work tirelessly to craft solutions that suit you.

With your goals clearly established, we will tailor a strategy to fit your vision and objectives with a robust menu of options including:

  • Financial planning
  • Insurance planning
  • Investment selection and management
  • Retirement planning strategies
  • Estate conservation
  • On-going services to include calls, emails, systematic meetings, quarterly performance reports, and consolidated asset statements



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.   |  770-486-3807