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Solutions for Individual Investors

Client Centered

Retirement Planning

  • IRS Qualified Accounts (Roth IRA, Traditional IRAs)
  • Retirement Plan Rollovers (401k, 403b, 457 etc.)
  • Personalized Retirement Plans and Client Portal Access

Investment Strategies

  • Brokerage Accounts (Non-Qualified), Emergency Funds, etc.
  • 529 Plans for Education Savings
  • UGMA/UTMA
  • ABLE accounts for disabled individuals

Income and Asset Protection

  • Term LIfe Insurance
  • Individual Disability Insurance
  • Home, Renters, Auto, and Umbrella Insurance
  • ID Theft and Restoration
  • Personalized Risk Assessment
  • Healthshare/ HSA Programs

Solutions for Small Business Owners

Client Centered

Employer-Sponsored Retirement Plans

  • Access to low-cost SEP IRA, SIMPLE IRA, and salary-deferral
    IRA Plans
  • Retirement Plan Implementation and Management

Financial Coaching

When we help you implement a retirement plan for your business, we offer complimentary financial coaching to all of your employees. We are on a mission to improve financial literacy in the workforce. This value-add service can help you stay competitive when attracting and retaining talented employees.

Risk Management and Small Business Insurance

  • Commercial Property
  • Professional Liability (Errors & Omissions)
  • General Liability
  • Cyber Insurance

Foundation Insurance Group


Auto, Home, Renters, Motorcycle and Umbrella Insurance

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Impact Health Share


Affordable alternative to expensive health Insurance programs

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HSA Bank Health Saving Account

Tax-free savings account to pay for health expenses

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LegalShield / ID Theft Shield


Protection for your family, your business & your personal identity

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For more information about our firm and the services we offer, drop us a quick email or call our office. We  welcome the opportunity to speak with you.