Financial Services

"It is the set of the sails, not the direction of the wind that determines which way we will go."

Jim Rohn

We offer a wide variety of financial solutions and services for individuals and businesses:

Possible Strategies:

  • Retirement
  • Education
  • Financial Plan
  • Estate Conservation
  • Business Continuation
  • Employer/Employee Benefits

Possible Solutions: 

  • Traditional Investments
  • Alternative Investments
  • Insurance and Annuity Products
  • Banking Products



There are many types of investing and retirement accounts.  While the exception of accounts that are  exclusive to a specific company or plan manager, we can implement or manage all types of individual accounts on your behalf.  We believe we differentiate ourselves from many financial firms by offering 457,403(b) and solo 401K options.


There are risks involved with investing which may include market fluctuation and possible loss of principal value.  Particular investments may not be suitable for certain situations.  Carefully consider the risks and possible consequences involved prior to making an investment decision.