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2025 Edison Road - Suite A
South Bend, IN  46637

Products & Services

While developing your customized financial program, we will walk with you through the process to ensure that you feel confident in your decisions.

Once we've learned your goals, we will help you plan for the future through a customized financial plan that best suits your vision using the following products and services:


  • Bonds
  • Common Stock
  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Advisory Services
  • Government Securities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Annuities 
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Private Banking

  • Checking and Savings Accounts
  • Certificates of Deposits
  • Credit Cards
  • Auto Loans
  • Boat, Motorcycle, and RV Loans
  • Home Equity Line-of-Credit ( HELOC)
  • Business Lending and Banking Solutions