Broker Check


How We Work

Our firm specialize in helping individuals and business owners develop sound financial strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conversation, and preserving wealth.


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity

Fixed Annuity

Fixed Indexed Annuity

Mutual Funds

Municipal Bonds

Financial Services

401(a) Planning

401(k) Planning

403(b) Planning

457 Planning

Retirement Plans

Tax Plans

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Employee Benefits

Life Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Disability Income 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. | (860) 305-4715