We are Independent.

We are not owned or controlled by a large outside firm. This gives us the flexibility to focus all our efforts on the client’s needs.

We are Retirement Specialists.

While many in the financial services industry are focused on helping people “save enough”, our goal is to help people have enough income and manage the various risks while looking to achieve financial peace and security. This is a different way of thinking and requires a different type of advisor.

We are Certified in Federal Government Benefits*.

These are wonderful and unique benefits. We are familiar with Federal Employee Benefits and have helped many people retire from Federal service. Many advisors may not be qualified to give advise in this specialty area.


We use our decades of experience and expertise to help you avoid the pitfalls and risks, while looking to help you maximize the opportunities. It is exciting for us to help people make their dreams of a lifetime come true. We would be honored to help you build a customized plan and become part of our family of clients.



  • Retirement Planning
  • Fixed Annuities
  • Life Insurance
  • Long Term Care
  • Tax Strategies


*David Tidwell and Jason Taylor are Chartered Federal Employee Benefits Consultant sm certificants.