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How We Work

Our firm specializes in helping individuals develop financial strategies. 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 work to take the mystery out of investing, insurance, estate planning strategies, and preserving wealth.

We understand the many challenges of financial management today. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Planning Strategies 

401(k) Planning

403(b) Planning

College Plans

Estate Planning Strategies

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.   |  402-763-9000