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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services

We provide comprehensive financial planning to individuals and small business owners and present solutions for creating and protecting wealth. As an independent broker of insurance and investment products we don't represent just one company, we search the market for products that fit your personal situation. We then analyze your current financial position, identify your needs, help you to prioritize those needs and develop a plan that addresses your individual needs for health & life insurance,investments,college funding and retirement planning.

WE OFFER OUR CLIENTS:

  • Investment, Retirement, and Estate Planning

  • Stocks, Bonds, Mutual Funds, & FDIC insured Certificates of Deposit

  • Life,Health,Disability, and Long Term Care Insurance

  • Discounted Stock Commissions

  • Fee Based Accounts

  • Free Investment Research

  • Free Internet Account Access

  • Personal "Hometown" Service



    We want to help you achieve your goals!!
  • Check the background of this financial professional on FINRA's BrokerCheck
    Check the background of this financial professional on FINRA's BrokerCheck