Develop Your Wealth

We offer more because you
deserve more.

Our Process

Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.


Retirement Income Strategies


Wealth Management






IRA/401(k) Rollovers


Asset Preservation Strategies


Life Insurance


Tax-Efficient Strategies


IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Our Process

Are You in Prime Position to Realize Your Dreams?

Our three-step Prime Position planning process brings all the specialists you need — advisors, attorneys, accountants and more — under one roof to provide a full spectrum of solutions that can help you protect your wealth and pursue your dreams.


Much like a GPS guides you to that dream vacation spot, our initial visit helps direct you to your ideal retirement through an examination of your dreams, concerns and potential obstacles.


In our second meeting, we assess five areas — income planning, wealth management, tax strategies, health care and legacy planning — that are essential to the development of Prime retirement solutions.


In our final meeting, we present and implement a customized, comprehensive strategy to put you in Prime Position to retire when you want and the way you want.


Looking for Ways to Create Income in Retirement?

An Experienced Financial Professional Can Help You Explore Options

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

Meet Your Team

Discover the confidence that results from collaborating with a caring, experienced team of professionals committed to delivering comprehensive retirement solutions — from income, tax and estate planning to wealth management.

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