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  • Low Client Turnover

  • Personal Service

  • Continuing Support

  • Team Approach.  The ability to work with your “team of professionals” (CPAs, Attorneys, and Trustees)

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax Reduction Strategies 
College Funding Planning

      • 529 Plans
      • Coverdale Education Plans


  • Stocks

  • Bonds

  • Mutual Funds

  • Annuities (Fixed and Variable)

  • Limited Partnerships

  • Direct Participation Programs (DPP)

  • REITs (Real Estate Investment Trusts)

  • CDs

Retirement Strategies

  • For individuals (Traditional and Roth IRAs)

  • Small Businesses

  • 401(k) Plans (Traditional and Roth)

  • Individual 401(k) Plans


  • SIMPLE IRA Plans

  • Pension/Defined Benefit Plans

  • Estate conservation 

  • Insurance and annuity products -through Independently Licensed Agents.

Our mission is to serve our clients through the combined expertise of our professional team.


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