Our Firm

"We feel Kevin and his staff are friends, not just financial professionals."

Norman & Dorothy Wilson, Retired, Canon City, CO *

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Through the Investment Center, basically every non-deposit financial product is available under one roof. Our office is comprised of a CERTIFIED FINANCIAL PLANNER^TM Professional and a staff with over 60 years of experience in the Investment and Insurance fields.

You can get the products anywhere today, but service and experience make all the difference.

That experience is invaluable to those who are not involved in this area everyday. From mutual funds, annuities, bonds, life insurance, long-term care insurance, retirement plans and much more......we do it all, with you and your goals in mind. 

Initial appointments are free and the coffee is on us!