"He profits most who serves best." -Arthur F. Sheldon 

Our comprehensive financial planning services are focused on estate planning, diversified investment allocation, retirement planning, and insurance protection for health, life, and long-term care. We also provide group health, life, and 401(k) plan management. Unlike others, Dennis' experience as an insurance agent and independent Certified Financial Planner means we can offer you a perspective that encompasses both vital aspects of an investment plan - asset accumulation & wealth preservation. Our consultations are free, our recommendations are unbiased, and you are not obligated to make any purchases. It's your money, your future, your move.

Mutual funds, annuities, and other investments available through ProEquities are not insured by the FDIC nor are they obligations of or guaranteed by ProEquities or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks, including loss of some or all of the principal.