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 $90 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!