Broker Check
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Services




How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Investments

Bonds

Common Stock

Mutual Funds

ETFs

529/College Savings Plan

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Government Securities


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Planning

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Annuities

For more information about our firm and the services we offer, send a quick email to a member on one of our teams, or call the office. We would welcome the opportunity to speak with you.

Contact Us  |  (316) 634-2222

(800) 397-2220