Client Services

Mission Statement

To combine our passion for personal finance and people by serving those in our community on a daily basis.

Every Financial Stage of Life With Confidence

Have you ever shopped for a product and had a difficult time making a decision because there were too many choices?

Personal finance is like that, except every financial stage of life involves making decisions which affect you, your family, and perhaps your company's financial future.  But there's an additional problem:  you're often making financial decision for different stages of life for the first time, every time.  It's difficult to get it right on the first try!

That's why a financial advisor's assistance helps ensure you've explored the options you're entitled to explore, that your needs are clarified and understood, and that you've made an informed decision.  Often, the advisor may help you save money, design a better fit, and give you the confidence you sought from the beginning.

How does a financial advisor do this?  Because in addition to being licensed and registered to provide these services, they've been through this process before with so many others like you.

That's what we do.  For every stage of your financial life.



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

As independent financial advisors we have the flexibility to offer you financial products that fit your individual circumstances. We are not pressured into selling a different product each month and do not have any sales quotas to meet. We offer a wide selection of mutual fund companies and insurance carriers to choose from.

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.  |  (863) 473-7377