Broker Check


How We Work

Our firm specializes in 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.


Now that you are accumulating -or have accumulated- your assets, how will you ensure they will be there for you when you need them most? The nest egg you've built faces countless risks, from longevity risk to interest-rate risk. We help you navigate these threats to minimize their impact.


Just as accumulation is like climbing a mountain, spending in retirement is like descending from the summit... the most dangerous part of the trip. We help you create a plan for distributing your assets so that you won't outlive your income... the greatest fear of American's retiring today.

Tax Reduction

How would you like to decrease taxes or increase the safety and amount of your retirement dollars? We are committed to helping our clients benefit from numerous tax-reduction and tax-elimination strategies. Let us help you protect your nest egg.

Insurance Services

Whether you are looking to plan for a legacy for your loved ones, or protect your income during the ever-changing tax environment, we have solutions that fit your needs. We have partnered with specialists in key areas of optimizing tax free income during retirement, along with maximizing legacy to the people you care about most. 

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. |  254-751-0565