We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals. No two clients are alike, and we carefully review individual client objectives, gather all pertinent information, and present specific tailor-made solutions for client needs. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We are independent. That means we are not "captive agents" and we are not employees obligated to using only one company. The options we recommend to our clients, therefore, are based on our experience, training, and knowledge of the wide array of financial and insurance products available in the marketplace. We will review your goals and objectives and provide ideas and help you understand concepts that may help you along your retirement journey.
We provide complimentary reviews of existing mutual funds, life insurance, long term care insurance, variable annuities, fixed annuities, and indexed annuities to help individuals understand how their products work.
Please call us if you have any questions about our firm or the range of financial products and services we provide.