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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.

Retirement Planning

Can you afford to retire?

Can you live your ideal lifestyle?

Will you run out of money?

Tax-Free Options

Medicare plans

Small Business

401(k) Planning



Health Insurance

Health Savings Account

Financial Coaching for Employees

              TRS               Gov't Employees


Employees of Public Education

Police Officers


403(b) Plan

457(b) Plan




Common Stock

Educational IRA

Traditional IRA

Roth IRA

College Plans

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes



Health Insurance (Under 65)

Life Insurance

Funeral Coverage

Mortgage Protection

Long-term Care

Disability 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. |  903-647-5307