Products & Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:





  • Fee Based Investing
  • Institutional Investing
  • Mutual Funds
  • Stocks
  • Brokerage Accounts
  • 401(k) IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Variable Annuities
  • CD's
  • TAX FREE Bonds
  • Treasury Notes
  • Government Bonds

Financial Planning


  • Retirement Planning
  • Tax Planning
  • 401(k) Planning
  • 403(b)/457 Planning
  • College Plans
  • Profit Sharing Plans 
  • Biblical Responsible Investing
  • Estate Planning
  • Wealth Transfer Planning
  • Charitable Gifting
  • Estate Tax Planning
  • Charitable Remainder Trust 





  • Life Insurance
  • Long Term Care Insurance