How We Work

Making a Difference in our clients' lives is the main focus of our practice. We listen to our clients' needs and concerns, and develop a customized financial strategy to help prepare for their financial futures.

Once a profile has been created, we then help our clients to implement their strategies, and follow up annually with them to make sure their program continues to meet their changing needs.

Our proactive approach provides our clients with the comfort of knowing they have a plan to work toward meeting their financial goals as outlined.

Total Financial Planning includes:



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Estate Planning

Retirement Accounts

Education Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans

Charitable Accounts


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. |  812-477-8522