Finance is not one-size-fits-all. We offer our clients personalized, comprehensive, and all-inclusive resources for reaching their financial goals.

Investing, insurance, estate conservation, and preserving wealth are crucial yet confusing topics. Through personalized, hands-on service, we educate our clients about financial concepts and products and take the mystery out of their money. Together, we will co-create a financial strategy that synchronizes all areas of their financial life. The result will be a plan that is personal, tailored, and prepared to take you to the peak of financial wellness - and keep you there.



Traditional and Roth IRA, Conversion Roth IRA, IRA rollover, 401(k), Roth 401(k, 457, 403(b), 401(a), Exclusive(k)®/owner-only 401(k), Keogh, Money purchase, Profit sharing, Payroll deduction IRA, SIMPLE IRA, SEP IRA, Defined benefit, Deferred compensation, Target benefit, Cash balance

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Managed Accounts, SMAs, Mutual funds, Stocks traded on U.S. exchanges, Exchange traded funds (ETFs), Unit investment trusts (UITs), Options, Municipal bonds, Corporate bonds, U.S. government securities, Mortgage backed securities, Brokered CDs

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Annuities (fixed & variable), Life insurance, Long-term care, Medicare supplement, disability

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Financial Planning

<strong>Financial Planning</strong>

Retirement, Survivor income needs, Asset allocation, Disability income, Long-term care, Estate planning/review, Business planning strategies


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Tax Strategies 

<strong>Tax Strategies&#160;</strong>

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Estate Planning

<strong>Estate Planning</strong>

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Small-business strategies 

<strong>Small-business strategies&#160;</strong>

Exit strategies, Employee Benefits, Business Valuations

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Gifting Strategies

<strong>Gifting Strategies</strong>

Trusts, Donor advised funds

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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. | (720) 826-1092