Our Services

Financial planning involves making detailed financial objectives along with the steps required to reach them.  A qualified financial planner can project the funds needed in the future, accounting for inflation and assuming specific returns.  Additionally, quality financial planning provides for measuring risk and properly allocating a portfolio among the various asset classes in order to diversify and protect against much of the market risk, and other risks, that exist.

Is your financial plan only an intention, or is it a well-stated and specific plan?  If it is only an intention, consider working with a qualified financial professional who can help you focus your intentions into a workable goal with specific steps of action that can be taken.

Don’t leave your future to chance. Contact us to review your financial goals and establish your plan.

Services we offer

Financial Services for Individuals and Businesses

Investment Services

Traditional Brokerage Accounts

Fee-Based Brokerage Accounts

Third-Party Advisory Services

Asset Management Services

Mutual Funds

Exchange Traded Funds (ETF)

Preferred and Common Stock

Corporate and Government Bonds

Certificates of Deposit (CD’s)

Section 529 and Coverdell Savings

Monthly Systematic Investments


Financial Planning and Consulting

Retirement Planning

Estate Planning and Preservation

Tax Reduction

Accumulation Planning

Education Funding and Planning

Portfolio Analysis

Survivor Needs

Pre-Retirement Planning

Non-Traditional Family Financial Planning


High Net Worth Individuals

Wealth Management

Asset Management Services


Estate Conservation


Life Insurance

Term, Universal Life, Indexed Life

Whole Life

Insurance Review


Immediate and Deferred

Fixed, Variable, and Indexed

Multiple Income Options


Health and Medical Insurance

Group Medical

Health Insurance Indemnity

Health Savings Accounts

Medicare Supplement (Medigap)

Medicare Advantage

Long Term Care

Foreign Travel


Disability Income


Individual Retirement Plans

Traditional and Roth IRA’s

Insurance-Based Retirement Plans


Group Retirement Plans

Simple IRA

Simplified Employee Pension (SEP)



Business Insurance

Buy-Sell (Disability and Life)

Business Continuation

Key Employee

Split Dollar

Overhead Expense

Short-Term and Long-Term Disability