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How We Work

To provide individuals and employers with carefully selected investments, insurance and savings products to meet recognized needs and goals.

To understand the clients situation and objectives and then design a plan to meet those objectives.

To commit ourselves to continued education in the retirement, insurance, investments and estate planning areas so that the community will receive professional service for years to come.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

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, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (814) 452-6750