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 

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The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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