Broker Check


How We Work

We use plain language that is understandable, not complex; words and pictures that are clear, not designed to impress. We want you to leave our meetings with a sense of clarity, not confusion, having a solid comprehension of your plan, its objectives, and the steps to get you to your goal.

Over the years we have developed a focus on serving the needs and specific challenges that face

  • Teachers (with TRF or INPRS pension) Considering retirement? Click HERE
  • Public Employees (with PERF pensions)
  • Regular families approaching retirement
  • Divorced women, especially mothers.

We understand the decisions and choices you face as you navigate retirement planning, especially after a long career. In one-on-one meetings, we consider all the elements of your financial picture—pension, Social Security, other investments, and your individual timeline and goals. Instead of complex terms, we use visual learning methods to make financial topics easy to grasp and clearly identify the best options to suit each individual. 

Whether you find yourself unexpectedly alone to face financial decisions or you’re just beginning to think about retirement, our focus is to help you get answers to your questions and shape your plan to meet your needs. As a independent investment advisor representatives, we hold ourselves to a fiduciary standard, which means that without fail, your best interests come first. We are not limited to handling proprietary products; instead, we have the freedom to select precisely the right investments appropriate for each client, and we can rely upon the extensive tools and resources of LPL Financial for support.

Investment Strategies

Fixed Annuities

Index Annuities

Variable Annuity

Advisory Solutions

Mutual Funds

Financial Planning Strategies

Retirement Plans

403(b) Planning


College Education


Life Insurance

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. | (317) 809-0159