Our Services

Provides Comprehensive Financial Analysis

Monthly Newsletter

Quarterly Client Review meetings

Educational and Client Appreciation Events

Services for Retired Investors Including Required Minimum Distribution Calculations

Investment, Tax & Estate Planning

CPA/Attorney Referrals

Specialize in Retirement Distributions

Over $100 Million Assets Under Management

Has over 30 years of Financial Experience

Brokerage & wealth management services through Independent Financial Group, LLC.

Licensed in Life Insurance, Health, and Variable Annuities