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Our Offerings

Our firm specializes in helping Business Owners, Executives, Individuals, and those who are in or near retirement 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 conservation, preserving wealth and the financial concerns of running a business.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Fixed Annuity

    Financial Planning

    Business Succession Planning

    Retirement Planning

    Tax Planning Strategies

    401(k) Planning

    403(b) Planning

    College Funding Strategies

    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. |  701-866-8920