Services
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.
Investments
Biblically Responsible Investing
Bonds
Common Stock
Educational IRA
Exchange Traded Funds
Mutual Funds
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Plans
401(K) plans
403(B) plans
College Plans
Estate Plans
Profit Sharing Plans
Safe Harbor Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Property and Casualty Insurance
Group/Individual Health Insurance