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Products & Services

How We Work

Planning and investing can be complex. As an experienced investment adviser representative, I have the tools, products and solutions to create and then implement a customized plan to help you meet your financial goals. 

Plus as an independent financial advisor, I am 100% product independent and provide only objective and unbiased advice. Without any proprietary products, I can choose the product or service which works best with your specific financial plan and goals. 




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. |  314-307-8758