Our Services

  • Individual

While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:

  • Employer Retirement Plans
401(k) and Other Qualified Plan Designs, Install, and Administer

Participant Education and Services

Simple and SEP IRAs


  •  Investment Management

Fee-Based / Commission Portfolio Management 

Tax-Efficient Investing  

Alternative Investment Strategies

Life-Time Income Options 

  • Retirement Planning

Distribution / Income Strategies

Qualified / Non-Qualified Retirement Options

Pension Plan Analysis

Social Security Analysis

401(k) Advice / Rollover

IRA & Roth IRA's

  • Risk Management Strategies 

Life, Disability, and Long-Term Care Insurance

Estate Conservation 

Living Trusts / Wills

Health Care Directive

Power of Attorney



  • Business Owners

Business Financial Planning

Income Protection 

Business Succession; Buy/Sell and Transfer Strategies

Business Protection; Key-Person Planning and ESOP

Key Employee Retention