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Areas of Focus

Our goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.


  • Asset Allocation Reviews
  • Retirement Plan Installation & Analysis
  • Retirement Distribution Analysis
  • Risk Management Analysis
  • College Education Funding Strategies
  • Employees Benefit Analysis
  • Estate Conservation


  • Mutual Funds, Stocks, Bonds, & CDs
  • Investment Advisory Programs
  • IRAs, SEPs, Simple IRAs, 401(k)s, Profit Sharing Plans, Defined Benefit Plans & 412i Plans 
  • Tax Sheltered Annuities, 403(b) Plans
  • Annuities, Fixed and Variable
  • Health Insurance Plans
  • Life Insurance, Disability Income Insurance & Long-Term Care Insurance