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How We Work

Through our affiliation with Concourse Financial Group Securities, Inc., Wealth Management Group offers a full array of products and services which we recommend based on each client's situation, investment time horizon and risk tolerance. We specialize in retirement planning, wealth accumulation, asset protection and trust & estate planning.

Investment Products

Mutual Funds 

Exchange Traded Funds




Third Party Investment Advisor Asset Management Programs

Insurance Products

Life Insurance

Fixed Annuities

Disability Insurance

Long Term Care Insurance

Variable Annuities

Products for Small Businesses

Simple IRA's

One-man 401(k) plans


Life Insurance for Business Owners

Financial Planning Services

Education Planning

Retirement Planning

Investment Management

Insurance Analysis

Trust & Estate Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 615-662-2885