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I believe that through knowledge and discipline,
financial peace is possible for all of us.  

-Dave Ramsey

◦  C E L E B R A T I N G   35   Y E A R S  ◦


Our team understands the importance of distinguished and extraordinary service. Managing your financial life on your own can be complicated and time-consuming. Our focus is to provide you with a level of confidence and security.

Our highest priority is to create value for our clients by offering the following comprehensive services:

  • Income Replacement Planning
  • Business Owner Succession and Estate planning
  • Social Security Maximization Strategies
  • Income Distribution Strategies
  • Insurance/Risk Management

Our goal is to assist our clients in creating, building, and maintaining wealth and security through effective long-term financial planning. Our business is built on solid relationships with clients based on open communication, trust, and professional services.


We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.


We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for 
today and tomorrow.


One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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