Broker Check

Private Wealth Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We also educate our clients about financial concepts and products, as well as taking the time out of investing, insurance, estate conservation, and preserving wealth. 

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.


Advisory & Brokerage Accounts

Portfolio Managemnt

Mutual Funds & ETFs

Corporate & Municipal Bonds

Common & Preferred Stock

Alternative Investments

Private Placements


Variable Annuities

Financial Planning

 Retirement Accumulation Planning

  • Traditional, Roth, & SEP IRAs
  • Profit Sharing Plans
  • 401(k) Planning
  • 403(b) Planning
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Non-Qualified Deferred Compensation

 Retirement Distribution Phase Planning

  • Social Security optimization
  • Tax prioritization
  • Income from all sources
  • Guaranteed vs. Variable income sources

 Business Planning

  • Buy-Sell Agreements & Funding Options
  • Business Exit Strategies
  • Executive Retention

 College Funding

  • Coverdell Education Savings Accounts
  • 529 Plans
  • Insurance strategies

 Estate Planning

  • Essential documents
  • Distribution strategies
  • Special Needs
  • Tax liability funding
  • Revocable & Irrevocable Trusts
  • Family Limited Partnerships

 Charitable Planning

  • Outright gifts
    • With and Without make-up          provisions
  • Lead Trusts
  • Life Insurance
  • Combining Business Exit Strategies with Charitable Gifting


 Disability Income Insurance

  • Individual income
  • Group
  • Business Overhead Expense

 Life Insurance

  • Term Insurance
  • Whole Life
  • Universal Life
  • Indexed Universal Life
  • Variable Life

 Long-Term-Care Insurance

  • Traditional LTC policies
  • Hybrid Asset Based policies
  • Chronic & Critical Care Life riders

 Fixed Annuities

  • Immediate Annuities
  • Deferred Annuities
  • Fixed Indexed Annuities
  • With & W/O Lifetime Income Riders
  • With & W/O Chronic Care riders

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. |  361-575-1695