Broker Check

Our Services

How We Work

Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams. We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized investment strategy. We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will always be ready to adjust your portfolio. Our primary commitment is your long-term financial success.

Your objectives may include financing a comfortable retirement, paying for your child's education, reducing taxes, insurance planning, and/or many other goals that will bring you satisfaction. We want you to feel secure that your aspirations are attainable. We take great pride in our sound, consistent, professional advice and service.

Our group believes in flexibility. We will consider a wide range of investments before creating the portfolio we feel is best suited to your individual financial objectives.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

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, give us a call. We would welcome the opportunity to speak with you.

Contact Us