Our Services

To give you a better idea of how Bruce and Karen can help you, here is a summary of our financial services:

We can help you determine the appropriate asset allocation for your portfolio given your risk tolerance, goals, and investment time frame.



By looking at your current assets and desires for retirement, we can develop an investment program to help you attain the retirement goals and objectives you have set.

If you have children or grandchildren for whom you would like to provide a college education, we can assist you with developing a strategy and investment program, including cost projection of expenses, to make that possible.

Wealth Building Strategies


Retirement Income


College Funding


We feel that part of our job is to educate you on financial topics that are of importance to you.  That is why we send out quarterly newsletters, conduct seminars, call, and send e-mails.


We can offer assistance with current policies, conduct audits to determine if your policies are performing well, and offer new products for life, long-term care, or disability insurance.

We will meet with you periodically to review your portfolio's performance, discuss necessary changes, and answer any questions you may have.  Clients are also welcome to make additional appointments any time they have issues or concerns they would like to discuss.


Investment Portfolio



Insurance Audits

and Reviews


Financial Education


Retirement Plans



We can offer development and management of small-business employer-sponsored retirement plans such as SIMPLE and SEP IRAs. We schedule personal time with each employer and employee to design the plan according to individual businesses and situations.

Neither asset allocation nor diversification can ensure a profit or prevent a loss.



We can offer free education for your current employer-sponsored plans.