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How We Work

Our firm creates and manages investment portfolios for individuals, families, retirement plans, trusts, and foundations.  We take great care in understanding our clients, their needs, tolerance for risk, time horizons, and expectations for their investment portfolio.

We help our clients work with all of their tax, legal, and other advisors to implement and manage their assets to fulfill their wishes.  We help them coordinate all of their relationships and work as a team to make sure their assets and accounts are properly created and managed to their benefit.

We help our clients manage through market extremes, personal changes, and life events that can be challenges to get through.  We strive to help bring professional management to their portfolios, and make our clients quality of life improve by removing some of the stress of portfolio and account management.  



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.  |  888-888-8888