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Our Services 

How We Work

When developing a customized financial plan, we walk you through a step-by-step process that will help you feel confident in your decisions.

We are independent brokers and offer the most suitable products and/or portfolio managers that will work best for you - our client. We do not try to force a portfolio or product to fit everyone's situation. Rather we let your situation and goals determine our recommendations.

Once your goals have been established, we will pick appropriate portfolio strategies and managers to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following services: Retirement Planning, 401 K Plans, IRA’s, Estate Planning, Business Continuation planning and College Funding Ideas.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

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. | (770) 887-6710