Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments offered through Cambridge Investment Research Inc. 

Non-IRA Investment Accounts


Traditional  IRA


Simple IRA

Solo 401K

Brokerage Accounts

Variable & Fixed Annuities

Insurance offered through multiple insurance carriers

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Hybrid Insurance and Long Term Care

Hybrid Annuity and Long Term Care

Financial Planning offered through Cambridge Investment Research Inc. and Envestnet MoneyGuide

Retirement Plans

Tax Strategies

401(k) Planning

403(b) Planning

College Savings Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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.
*We offer Notary Public Service for the State of Colorado, Notary ID: 20204002579. |  (719) 434-7476