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Having a coordinated strategy that puts the retirement puzzle pieces of Social Security, nest egg distributions, pensions, and tax ramifications together while accounting for the major risks all people face in retirement gives you the highest probability of success and efficiency. That's why we designed our Path to Purpose FORMula to pursue your needs as your life unfolds and give you a clear view of your retirement.

Read about our Path To Purpose FORMula



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

Financial 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. |  765-698-5121