Broker Check

Logansport Office

1 Cass City Center, Ste 200

Logansport, IN 46947


How We Work

Achieving financial success is a complex and confusing process—one that requires a significant amount of time, knowledge, and resources. Our services are designed to help create, grow, and preserve your wealth by employing thoughtful investment strategies to help you target financial success.

We follow a well-defined, time-proven process to increase the probability that your financial goals will be met. Our process is built around you—your needs and objectives, your time frame and risk tolerance. As any of these pieces changes, our ongoing management and monitoring process ensures that your investment portfolio evolves with you.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.  |  (574) 722-4249