We primarily work with families and small businesses seeking dependable and experienced financial advice. Our clients need a trusted advisor in the moments that matter most, an advisor who can offer more than research - one who has lived through the ups and downs of life and the economy. We can provide a comprehensive plan to address your needs, wants, and wishes.

What can you expect by working with our team?  We will meet with you at your convenience, your place, our place, or anywhere in between.  We follow a process that begins with understanding you, your family, and your financial situation.  From there, we’ll review your current plan to identify any gaps or misdirection, then use technology and innovative solutions to align your assets to meet your goals.  

We specialize in YOU!

  • Life Insurance

  • 401k’s/IRAs/SEPs/Simple Plans

  • Fixed/Fixed Indexed & Variable Annuities

  • Retirement Planning

  • Income Planning

  • Investments

 

Securities offered through Securities America, Inc., member FINRA/SIPC.

Advisory services offered through Securities America Advisors, Inc.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.