Broker Check


How We Work

Group Retirement Services include:

Specializing in 457, 401(k), and 403(b) plans

Supporting HR Departments with enrollment and education responsibilities

Complete analysis of investment options and choices

Assisting with meeting Safe Harbor requirements of ERISA 403(b) regulations



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (931) 364-3600