Our Firm

We are a full-service financial advisor firm.  It is our goal to provide a uniquely personal expeience!  Here are the values we believe make a difference...

We take a Long Term Approach 

We emphasize Higher Quality Funds and Annuities and Top Rated Insurance Companies.  We take the approach of determining where you are, where you want to be, how to get there, and how to stay there!

We Believe In A Focus On Quality

We Do Not Use Options, Penny Stocks, Low Quality Individual Bonds.  Our focus is on quality investments to bring you closer to where you want to be. 

We Believe In A Focus On You 

It is not about us, it is about you and your goals.  Our success is dependent on your success!

Diversification Is A Key Component In Our Process.  

Sometimes a single investment works, but usually one can increase their percentage of success with diversification.