Our Services

We can guide and assist with:

  • Defining and approaching your goals;
  • Picking the right types of financial products to help you work towards your goals;
  • Building and managing your mix of investments; and
  • Assessing risks you and/or your family are exposed to and how to protect against them.

Visit “How We Can Work Together” for more information or contact our office.


We use varying approaches to our services that can include:

  • Stocks, Bonds and Mutual Funds
  • Fixed and Variable Annuities
  • Health Insurance
  • Term and Whole Life Insurance
  • Property & Casualty Insurance
  • Long-term Care Insurance
  • College Funding
  • Unit Investment Trusts
  • Certificates of Deposit