Broker Check


How We Work

Our Team is equipped with stellar aptitude that aims to not only supply you with strategies to accumulate wealth, but the knowledge of keeping you on a regimen that will develop your personal skills and objectives of maintaining your earnings.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



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

Let's tailor Medicare to your unique needs!

Let's tailor Medicare to your unique needs!

Our business is built on a foundation of thoughtful client relationships.

Medicare Services 

 Planning for the Future

  • Medicare Enrollment Assistance: Our experienced team will guide you through the Medicare enrollment process, ensuring that you understand your options and make choices that align with your unique needs.

  • Medicare Education: We offer informative workshops and one-on-one consultations to educate you about the various parts of Medicare, including Part A, Part B, Part C (Medicare Advantage), and Part D (Prescription Drug Coverage).

  • Medigap Plans: Learn about Medigap (Medicare Supplement) insurance plans that can help cover the gaps in your Medicare coverage, providing you with added peace of mind.

  • Medicare Advantage Plans: Discover the benefits of Medicare Advantage plans, which can offer additional coverage options, such as dental, vision, and prescription drug coverage.

  • Prescription Drug Plans: We'll help you find the right prescription drug plan (Part D) to ensure you have access to the medications you need at an affordable cost.

  • Annual Medicare Review: Our team can conduct an annual review of your Medicare plan to ensure it continues to meet your changing healthcare needs.
    Medicare Resources: Access a wealth of resources, including informative articles, guides, and frequently asked questions, to expand your knowledge about Medicare.

Discover Today

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. |  (770) 485-1343