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How We Work

Our firm specializes in helping individuals develop sound retirement strategies through the use of different investments and insurance. 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.

Investments *

Actively Managed Accounts

Alternatives - REIT's, BDC's

Fixed, Indexed & Variable Annuities

Mutual Funds

Brokerage Accounts


Stock's and ETF's

529's for Education

Traditional IRA & Roth IRA

SEP IRA & Simple IRA

Government Securities

    Financial Planning *

    Retirement Plans

    Tax Strategies

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Insurance *

    Medicare Part A and Part B

    Medicare Advantage Part C

    Medicare Prescription Drug Part D

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Accident and Cancer

    Hospital Confinement


    MNsure & Individual Health Insurance

    Group Health Insurance and Benefits

    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. |  (218) 824-1431