Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

CPA Services

  • Tax Preparation & Planning
  • Payroll Services, 940, 941, 1099’s
  • Financial Statement Preparation
  • Preparation of Tax Returns including:
    • Individuals
    • Sole-Proprietorships
    • Partnerships
    • C Corporation
    • S Corporation
    • Franchise Tax
    • Electronic Filing
    • Direct Deposit of Refunds
    • Refund Transfer Program
      • Refund Transfer Checks (Pick up check at office)
      • Refund Transfer Direct Deposit
      • Refund Transfer Debit Card (Pick up new card with refund)

Financial Planning

  • Investment Management
  • Cash Flow and Debt Management
  • Family Risk Management
  • Retirement Planning
  • Wealth Management
  • Education Planning
  • Legacy And Estate Planning
  • Business Planning
  • Special Situations Planning

Investment Services

  • Mutual Funds*
  • IRA’s*
  • Roth IRA’s*
  • Retirement Plan Rollovers*
  • Stocks*
  • Bonds*
  • Options*
  • ESA - Education Savings Accounts*
  • 529 Plans - College Savings Plans*
  • Annuities
  • Life Insurance
  • Long-Term Care
  • Disability – Personal Income Protection

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. |  361-992-7053