Broker Check

Our Services

"A year from now you may wish you had started today."  -  Karen Lamb

Financial planning simply means figuring out how to get to where you want to be with goals related to money.  Depending on what life stage you're in, we provide a variety of services to help you get started and keep you moving forward.

Services we offer:


  • Budget and Debt Advice
  • Business Retirement Plans - 401(k)s, 403(b)s, SEP IRAs,  IRAs
  • College Education Funding
  • Estate Planning
  • Financial Goal Planning
  • Individual Retirement Plans (IRAs) and Roth IRAs


  • Insurance Analysis
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Small Business Succession Planning
  • Tax Reduction Strategies for High Income Earners
  • Tax Planning



Investment Solutions we offer:

Core Solutions:

  • Bonds
  • Exchange Traded Funds (ETFs)
  • Fixed and Variable Annuities
  • Mutual Funds
  • Savings Accounts
  • Stocks
  • Unit Investment Trust (UITs)

Alternative Solutions:

  • Equipment Leasing & Financing
  • Hedge Funds
  • Land Development and Repurposing Programs
  • Oil and Gas Partnerships
  • Private Debt
  • Private Equity


  • Real Estate Investment Trusts (REITs)
  • Real Estate Interval Funds
  • Real Estate Tax Advantaged Programs

The SFA does not give tax or legal advice.