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How We Work

Our firm specializes in helping individuals develop sound investment strategies. Please take time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate, conservation, and preserving wealth. 

We understand the many challenges of investing 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. 


Managed Accounts - We create an asset allocation model for you that is based on your risk tolerance and is designed to meet your specific goals. 

Tax Deferred Products - After Tax accounts that grow tax deferred help you maximize growth without the bite of taxes during the accumulation phase. 

Education Accounts - A wide range of Education Savings options that you are able to use to provide your children, grandchildren, or a family friend with education funding, possibly changing their lives and establishing your families legacy.  

Retirement Accounts - Whether for you individually, or for your business, we can create a qualified account that meets your long-term accumulation needs. 

What is my risk tolerance? 

Financial Planning

Legacy Planning - Extend your legacy by setting up a charitable trust, private foundation, or final bequest in your will to the charitable organization(s) that connect with your heart. 

Retirement Planning - We use the NOW, WHERE, HOW approach to retirement planning. We determine where you are NOW - current assets, retirement accounts, etc. Then we determine WHERE you want to be at retirement age. Next we formulate a plan, HOW we are going to get there. 

Estate Planning - After years of accumulation, you need a plan to de-accumulate. Don't let someone else decide. Let's put a plan in place that covers your family, and any final arrangements you would like to make. 

Gage your retirement needs


Insurance Efficiency Study - We can do a review of your current policies and evaluate the coverages, premium rates, and terms. We will perform a gap analysis on whether the factors you determine are important are being addressed. 

Risk Management - We will prepare a needs analysis for you and determine what areas of risk may be mitigated by insurance. Managing the risk can be great tool to protect the assets you have accumulated over your lifetime. 

Assess your Life Insurance needs. 

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. |  325-653-1040

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