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How We Work

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 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 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.

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Business Cash Flow Management



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance

Medicare Supplemental Insurance

Group Insurance

Buy/Sell Agreements

Advanced Insurance Strategies


Variable Annuities

Fixed Annuities

Equity Indexed Annuities

Immediate Annuities

Buffered Annuities 


Alternatives are discussed upon request. Alternatives may not be suitable for all investors.

Business Development 

Business Analysis

Tax Strategies 

Buy/Sell Agreements

Cash Flow Analysis 

Exit Planning 


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.   |  801-428-1598

All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.