Broker Check

How We Work

We pride ourselves in being a cost efficient approach to helping you with your financial goals. Our fees depend on the type of service you choose - brokerage or advisory

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.



Common Stock

Government Securities

Mutual Funds

Fixed Income Securities

Variable Annuity

Financial Planning

Retirement Planning

College Planning

Money Management

Tax Planning

401 (k) Planning

403 (b) Planning

Roth IRA's

Traditional IRA's


Simple IRA's


Disability Income

Life Insurance

Long Term Care

Universal Life

Variable Universal Life

Term Insurance

Variable Annuities

Fixed Annuities

Small Business Retirement Plans

Financial Plans

Estate Planning

We create strategies that are tailored to your needs and goals.

Tax Planning

Years of experience have prepared us to guide you through your life transitions.

Schedule a no-obligation chat with Dave or Renee

Or send an email to Kelly,