Broker Check

Lafayette Office

133 North 4th Street

Suite 501
Lafayette, IN 47901

Key Offerings


We provide guidance on how your long-term savings or retirement income may become more efficient using simple, direct communication. We, also, provide transparent, side-by-side comparisons of retirement plan strategies that seek to undercover a more effiecient plan for your company.

Key Offerings

  • 401(k) Strategies
  • 401(k) Rollover Services
  • IRA's
  • Stocks, Bonds, Mutual Funds, and more. . .
  • Variable Annuities
  • Fixed Annuities
  • Index Annuities
  • Fixed Income Strategies
  • Growth Strategies
  • Balanced Risk Strategies
  • Retirement Planning
  • Advisory Services & Strategies