Broker Check


How We Work

Our agency focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


  • Annuities
  • Fixed Annuities
  • Deferred Annuities
  • Variable Annuities
  • Indexed Annuities
  • Income Annuities
  • Single Premium Immediate Annuity
  •  IRAs 
  • Traditional IRA
  • Roth IRA
  • Spousal IRA
  • Rollover IRA
  • Stretch IRA


  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Preservation Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Insurance
    • Individual Disability Income Insurance
    • Employer-Provided Disability Income Insurance
  • Term Life Insurance 
    • an easy, affordable coverage set for typically 10 to 30 years.
  • Permanent Life Insurance 
    • Whole Life Insurance 
    • Universal Life Insurance 
    • Variable Universal Life Insurance 
    • Survivorship Life 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. | 937-336-5065