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Services For Individuals

How We Work

Our service model is designed to support the Mission: Personalized service, education, and trusted advice delivered with integrity.

Welcome to fully integrated Goals Based Planning. First, we develop easy to understand goals and objectives. Next, we monitor and measure performance against those goals, select appropriate investments, or utilize existing assets. Our fees for these services are customized to each situation.

Full integration: Imagine having your professionally developed financial plan updated every day with all of your account balances automatically. Together we can look at your plan and make changes which immediately take effect so we can more effectively allocate assets and plan strategy. Goals based planning is easier to understand and therefore more meaningful to you.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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. | 706-226-0144