Our Services

  • Provides Comprehensive Financial Analysis

  • Monthly Newsletter

  • Quarterly Client Review meetings

  • Educational and Client Appreciation Events

  • Services for Retired Investors Including Required Minimum Distribution Calculations

  • Investment, Tax & Estate Planning

  • CPA/Attorney Referrals

  • Specialize in Retirement Distributions

  • Over $80 Million Assets Under Management

  • Has over 30 years of Financial Experience

  • Brokerage & wealth management services through Independent Financial Group, LLC.

  • Licensed in Life Insurance, Health, and Variable Annuities


Most of all, we have built this practice on Professional Personal Service!