Broker Check


How We Work

Our advice is unbiased. Most people don't know that every National, Regional and Bank brokerage firm and most independent brokerage firms can only provide advice if it's incidental to a sale. Think about this for a moment. You meet with a representative because you want objective financial advice. How objective is the advice when the representative's goal is to sell you something? You are seeking advice to secure your financial future and the giver of that advice is seeking to make a sale and earn commissions. Do you want to stake your financial security on this arrangement? Or Is this how you want to receive your advice?

We believe we offer a better way to help our clients. We have developed a consultation process that offers full disclosure of our services and their cost without any hidden agendas that may not be in your best interest.

We can help you execute a sound financial program utilizing the following products and services:

  • Consultation Process
  • Investment Management
  • Retirement Strategies
  • Estate Planning
  • Dissolution of Marriage Assistance



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

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. | (321) 242-8200