Products and Services

Our focus is forward-looking and realistic as we evaluate financial conditions and investment opportunities. We continually watch for new opportunities that can benefit those we serve, always keeping in mind their goals and needs.

Financial Planning

Estate Plans
Retirement Plans
Social Security Maximization
Trust Services**
401(k) Planning
...and more

** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial


Certificate of Deposits (CD's)
Common Stocks
Exchange-Traded Funds
Municipal Bonds
Mutual Funds
Preferred Stocks
Unit Investment Trusts
...and more


Disability Income Insurance
Equity-Indexed Annuities
Fixed Annuities
Health Insurance
Life Insurance
Long-Term-Care Insurance
Variable Annuities
...and more

What Kind of Investment is Right For You?

Call (720) 932-8560

Call me today to get a free consultation so you can plan for the future and invest in you and your family.

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