How We Work

We work with you side by side so that you are comfortable and confident in your financial decisions.

Our first meeting simply involves getting to know one another. There is no-cost or obligation. We will not let you buy anything in the first meeting. We have one objective-to determine if we can help you and for you to determine if you want us to help.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Planning

Tax Reduction

401(k) Planning

403(b) Planning

College Plans

Estate Planning

Investment & Financial Planning

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Health Care 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. | (219) 929-1234