Broker Check

Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. 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, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Active Income Strategy

Actively-Managed Diversified Portfolio

American Funds Focused Strategy

Custom Portfolio Design

Exchanged Traded Products (ETF's & ETN's)

Faith Based Investing

Global Tactical Strategy

Hybrid Portfolio (Active and Passive Investing)

Mutual Funds

Social Impact Investing

Financial Planning

401(k) Planning

403(b) Planning


Brokerage Accounts

College Plans

Estate Plans

Profit Sharing Plans

Roth IRA



Traditional IRA


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.  |  410-740-0066