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Our Services

We have been offering our products and services in Cowley County and surrounding areas for twenty-six years. In addition to a full range of investment products, we can also help you with your financial planning and insurance needs. 

Modular Analysis for:

  • Retirement Rollovers
  • Retirement Income
  • Life Insurance Needs
  • Long-Term Care Needs
  • Estate & Legacy Planning
  • Gifting to Charities
  • Budgeting & Cash Flow

Investment Products & Services

  • Comprehensive Financial Planning
  • Fee-Based Asset Management 
  • Brokerage Accounts (General Securities)
  • Trust & Endowment Accounts
  • 529 Education Plans
  • Mutual Funds
  • IRAs
  • ROTH IRAs
  • SIMPLE IRAs
  • SEP IRAs

Insurance Products

  • Life Insurance
  • Annuities
  • Long-Term Care Insurance