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Our Process

Client Centered

We are independent financial advisors. Through collaboration with and attentive listening to our clients, we work to understand and evaluate their dreams and goals to develop a customized plan to accomplish their financial wishes.

We help clients with our 5 step process.
        1. Creating a vision.
        2. Exploring your situation.
        3. Charting a course.
        4. Setting your plan in motion.
        5. Staying on track.

One of our greatest satisfactions is seeing you accomplish and enjoying your dreams and goals.
We welcome a conversation with you – simple – or in-depth. Let’s get started today!



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

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. | (651) 481-6900