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.

Financial Planning

Retirement Planning

Investment Planning

Insurance Planning

Education Planning

Tax Plannning

Estate Planning

FInancial Management

Goal Planning

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Traditional IRA

Roth IRA


Simple IRA

401 (k)

403 (b)

Money Purchase Plans

Profit Sharing Plans

Defined Benefit Plans

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Mutual Funds



Common Stock

Government Securities

Real Estate Investment Trusts (REIT)

Separately Managed Accounts (SMA)

Unit Investment Trusts (UIT)

Brokered CDs

Advisory Accounts

Brokerage Accounts

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Variable Annuities

Fixed Annuities

Fixed Indexed Annuities

Immediate Annuities

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Life Insurance

Disability Income Insurance

Long-Term Care Insurance

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Education Plans

529 Plans

Coverdell ESA


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Business Owners

Employer Retirement Plans

Employee Benefits

Business Succession

Deferred Compensation

Employer-Owned Life Insurance

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High Net Worth

Asset Based Lending

Advanced Planning

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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. |  801-206-4747

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