Broker Check

Our Services

Do you know your Risk Number and how critical this number is to your overall financial success and peace-of-mind?

Our work with clients starts with planning and understanding your situation, goals and objectives. We begin with an Individualized Risk Analysis by determining each client's Risk Number through the sophisticated analysis by Riskalyze®.

Understanding Your Risk To Help Improve Your Outcomes

We provide comprehensive services designed to integrate all the important areas of wealth management for our clients.

This process does not ensure a profit nor guarantee against loss.



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.   |  253-640-8437