Our Services

Our programs offer complete financial perspectives covering a wide range of topics; including financial basics, risk management, investing principles, retirement, and estate conservation.

We offer a unique educational program for individuals, as well as a benefit for employers to offer their employees.  This program can be from one week to a ten week program.  It goes back to the basics of managing your money, from balancing your checkbook to planning for your retirement.

To help plan your child's future education we offer 529 Plans, Coverdell Education Savings Accounts and UTMA/UGMA.

As investment and insurance consultants, we review top quality, well established products that will meet the investing objectives of our clients, including:

Traditional and Roth IRAs

Rollover and Spousal IRAs


Roth 401(k) Set ups and Rollovers

Pension and Profit Sharing

Personal/ Single K Plans

401(k)/ 403(b) Plans

Retirement Distribution Planning

Insurance Planning

Fee-Based Wealth Management

Investment and Insurance Products

General Securities Trading

Educational Funding