Broker Check

How We Help You

Should you pay a fee or just purchase products? The answer is different for EVERYONE and we can help EVERYONE. It's your choice.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Indexed Annuity

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Medicare Insurance

Long Term Care Insurance

Life Insurance

Disability Income Insurance

Financial Planning Section

Does your plan show you how to reduce your lifetime tax bill? 

The order in which you distribute from your taxable, tax-deferred, and tax-free assets will determine your lifetime tax bill. 

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. 664-6511