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How We Work

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired, are approaching retirement, or think you want to retire one day down the road you can benefit from our services. Our personalized, hands-on service focuses on educating clients about financial concepts and products. Education helps take the mystery out of investing, insurance, estate conservation, and preserving wealth to provide confidence to you and your family.

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.



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 Planning Strategies*

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

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

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. | (979) 595-4748