Broker Check

What We Do

Our team specializes in helping individuals and families both increase and enjoy their wealth, while reducing or maintaining their same level of risk. Prioritizing increasing their benefits and protection against the unknown, all with the option of no out of pocket expenses. We highly value being educational with our clients so they fully understand all of the strengths and weaknesses of every product they own or can own, as well as every strategy they can implement.

We understand the many challenges surrounding personal finance today and strive to be leaders in offering the most comprehensive, transparent, and empowering approach!

While we touch upon many more concepts than the ones listed below, we find that these are a brief informative summary of the types of conversations we have with our clients.



Common Stock

Traditional IRA

Roth IRA

SEP/Simple IRA

Brokerage Accounts


Financial Planning

Retirement Income Planning

Tax Strategies

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Profit Sharing Plans


Property & Casualty Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Buy-Sell Insurance

Key Man Insurance

Deferred Compensation

Special Needs Trust Coordination

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. |  469-737-4139