Our Services

We provide investment services in the states of Florida, Kentucky, Ohio, and Tennessee.  Insurance and employee benefit services are also offered in Georgia and South Carolina.

While developing a customized financial program, we will walk you through a step-by-step process that is desgined to help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Investment services*
  • Retirement strategies 
  • Estate conservation
  • Life insurance and annuity products
  • Health insurance
  • Disability insurance
  • Group insurance
  • Employee benefits
  • College savings


*All investing involves risk including loss of principal. No strategy assures success or protects against loss. Please consult your financial advisor regarding your specific situation.