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Our Products & Services

As an independent financial services firm, our advice and recommendations are not influenced by any outside entity such as an insurance company or mutual fund family. This allows us to put the interests of our clients first as we strive to help them reach their financial goals.  Rather than focusing on product, we work to find suitable solutions to fit with each client’s situation.  

We provide assistance in the following areas:

Investment Services

  • Fee-based Investment Management
  • Exchange Traded Funds
  • Mutual Funds
  • Common Stocks
  • Preferred Stocks
  • Bonds
  • Alternative Investments
  • Traditional IRA's 
  • Roth IRA's
  • SEP IRA's
  • Simple IRA's
  • Variable Annuities

Financial Planning Services

  • Retirement Planning
  • Tax Planning
  • 401(k) Planning 
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Life Insurance
  • Long-Term-Care Insurance