Broker Check


How We Work

Our firm specializes in helping individual and family operations develop sound succession strategies. 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 estate conservation, preserving wealth, financial concepts/products, and take the mystery out of investing, insurance, and retirement income.

While addressing the future of your operation, we focus on money management, as well as other issues that are critical to your financial well being and a comprehensive transfer of the family business.


Brokerage Accounts

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Government Securities

Variable Annuities

Variable Life

Financial Planning

Legacy Planning

Succession Plans

Business Continuation Strategies

Exit Strategies

Buy/Sell Plans

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. 918-9800