Broker Check

Financial Services We Provide

Our firm specializes in helping individuals develop sound financial strategies. We believe that every financial decision has tax implications. 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. Additionally we provide tax planning and tax filing services. We work with small business owners and provide a full complement of business services including bookkeeping, payroll, tax consultation and filing. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. If you are retired – or approaching retirement and would like a second opinion on your retirement plan we would be happy to speak with you. Overall, we focus on money management, as well as the many other issues that are critical to your financial well being.

Available Tools to help integrate tax benefits into the long-term financial plans of our clients.

  • Tax-Loss HarvestorTM  uncovers tax-loss harvesting opportunities throughout the year.
  • Capital Gains AnalyzerTM  collects, organizes and calculates available mutual fund capitol gain distribution estimates and potential year-end tax impact.
  • Social Security PlannerTM   a comprehensive analysis of their social benefit claiming options to enable informed decisions to support retirement goals.
  • 1040 AnalyzerTM  wealth management opportunities based on client tax-return information.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

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




Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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.   |  405-372-2880