Broker Check

 Investment Management

We’re focused on providing independent, objective investment advice. Relying on over 30-years of investment experience, we’ll work with you to create a financial portfolio that matches your risk levels.


We provide assistance in the following investment areas:


* Professionally Managed Advisory Accounts
* Brockerage Accounts
* Retirement Plan and Non-Retirement Investment Planning
* Annuity Planning
* Common Stock Investing
* Bond Investing 

Suggested Content

<p>All Muni Bonds Are Not Created Equal</p>

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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