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 objectives and develop a strategy that addresses your investments, retirement plans, life insurance and college funding.


  • Investment, Retirement, and Estate Planning
  • Stocks, Bonds, Mutual Funds, & FDIC insured Certificates of Deposit
  • Life Insurance
  • Fee Based Accounts
  • Personal "Hometown" Service
  • After Hour Appointments