Our Services

While no one can predict the future, we firmly believe that patient plodding brings prosperity. With over 40 years in business, we’ve seen the market do many things. By introducing diversification and meticulous management, we help preserve your investments as much as possible. We know the world is changing and we strive to educate our clients on all the options available. We want to hear your goals…and show you how to pursue them.

For Individual Investors:

  • Traditional and Roth IRAs
  • 401k Rollovers
  • Wealth Management
  • Mutual Funds
  • Financial strategies and planning
  • Alternative investments
  • Real Estate Investment Trusts (REITS)
  • Tax preparation with onsite CPA
  • 529 plans
  • Fixed Annuities
  • Variable Annuities
  • Variable Universal Life Insurance
  • Life insurance
  • Long Term Care insurance
  • Medicare Supplement & Medicare Advantage Plans
  • Health Insurance for Self Employed individuals

 

For Small Businesses:

  • 401(k) plans
  • 403(b) plans
  • SIMPLE IRA plans
  • Corporate retirement benefits consulting
  • Plan participant investment education
  • Investment committee advising


Tax Reduction Planning:

  • Comprehensive review of your tax situation to highlight opportunities for tax reduction strategies
  • Complimentary consultation with your tax professional
  • Recommendations of tax strategies including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation


Whether you’re a first time or seasoned investor, we’d love to hear your story and help in any way we can. We want to provide you with confidence for the future.
Call us at (316) 652-0101 to learn more.