Broker Check

Do Your Investments Match Your Values?

We help our clients evaluate their investments to determine if they align with their own personal values.

Interested? Email Us.


Services and Solutions

We focus on building relationships with our clients.  We accomplish this by adding value to their lives and truly understanding them.

The solutions to accomplish our clients goals are just a byproduct of the planning and relationship we have established.

Investments

  • Index strategies
  • IRAs
  • Annuities
  • CDs

Financial Architect

  • Stock Index Investment Strategies
  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Preservation Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance