Professional Services

Comprehensive Financial Planning

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.

Financial Planning

Comprehensive Financial Planning
Retirement Income Planning
Social Security Planning
Retirement Accumulation Planning
Life Insurance Needs Analysis & Planning
College Funding
Estate & Charitable Gifting*
Investment Strategies for Community Foundations
Professional Asset Management
Risk Tolerance Analysis
Asset Allocation
Investment Selection
Systematic Rebalancing
Investment Tax Planning


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


Exchange Traded Funds (ETF’s)
Mutual Funds
Unit Investment Trusts
Alternative Investments
Variable Annuities
Equity Indexed Annuities
Fixed Annuities

Account Types

Individual, Joint, Trust,

Corporate, UTMA

Traditional IRA

Roth IRA



401(k), 457(b), 403(b)

College Savings 529 Plans

*we will work as a team with your attorney and tax accountant

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.   |  (402) 353-0100