An Investment Adviser

Retirement Success Planning Our single-minded purpose is to make you more certain of a retirement that works, so you don't have to. First, we evaluate your present situation, your needs, your wants and your wishes...

To help expedite your claim as quickly as possible, your first consultation regarding this property claim, will be at no cost. I have over 26 years in claims handling experience. This experience consists of the following. 1) Extensive claim resolution skills in mediation and appraisal processes, with judges and insurance representatives. 2) Working with experts, contractors and engineers to substantiate your claim. 3) Comprehensive knowledge of insurance policies,to make sure you receive all your benefits and entitlements. 4) Strong negotiating and communication skills to bring your claim to expedient resolution. 5) Perseverance, to assist you in bringing your claim to completion.

My mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. I understand today’s financial environment. I understand that individuals face unique challenges as they prepare for retirement. And I can help take the mystery out of preparing for today and tomorrow. See Our other locations: Troy Office 250 East Wood Street Troy, MO 63379 Phone: 636-462-2170 Mon-Sun: 8:00 AM - 5:00 PM