We provide a series of services aimed to help you create the legacy you want. We start with finding the right financial plan for you by asking you the tough questions. The financial plan is the driver of your portfolio. We strive to get it right so that you face fewer bumps in the road. Hand in hand with the financial plan, we help you with:

Portfolio management

Estate planning

Retirement planning

Risk management

Education planning

Group benefits



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. |  770-597-1459