How We Work

Our approach can help you invest conservatively, mitigate your exposure to taxes, and provide a plan to successfully transfer your wealth to your children and grandchildren. Among our financial offerings are:

  • Retirement planning — to design an investment strategy to help you work toward all of your retirement goals
  • Investment portfolio analysis — to keep you informed of how your investments are performing, and to make adjustments as needed
  • Variable and fixed annuities
  • Pension & 401(k) Retirement Planning & Account Management
  • Retirement Asset Distribution Strategies
  • Senior Financial Planning — Investment Programs for Seniors

If this method of pursuing your financial needs sounds appealing, we invite you to reach out to set up an appointment so that we can learn more about you and help you put together a plan. Contact us here, or give us a call.


Mutual Funds


Fixed Annuities

Income Annuities


Common Stock

Variable Annuities

Financial Planning

Retirement Plans

Tax Planning

401(k) Planning

403(b) Planning

529 Plans

Faith Based Planning


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.   |  (903) 577-7086  |  (903) 293-4048