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“Financial security for your family; it’s the right thing to do.”

3171 Beaver Vu Drive, Suite A
Beavercreek, OH 45434

Directions:
Take Route 35 to the North Fairfield Exit
Turn Right off Exit (Go North)
Beaver-Vu Drive will be on your Right

Phone:
  • (937) 426-8332
Fax:
  • (937) 426-8941

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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Calculators

You can review interesting calculators on my site.

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Retirement Planning leads to Retirement Confidence

Did you know that 90%* of people who have a retirement plan in place and review that plan on a regular basis are more confident about having enough money for a comfortable retirement than people who don't? Let's get together for a quick meeting to review your plan so that you can be confident about a comfortable retirement!

Take control of your financial future and assess whether you're on track for a successful retirement - click below to begin

Retirement Assessment Report

No personal information is stored unless you ask to be contacted.

 

There's Happiness to be Had

https://nationallife.wistia.com/medias/324jl66yc0

 

Can you tell the difference?

https://www.youtube.com/watch?feature=player_detailpage&v=e_Ql_7NCk0o

 

 

 

 

 

 

 

 

 

 

 

 

 

*2014 Employee Benefits Retirement Institute (EBRI), Retirement Confidence Survey.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck