Investments & Insurance Services

The power to control your financial future.

Get the clarity and confidence you need from our team of advisers.

As financial advisors we know we’re ethically bound to act in our clients’ best interests, but that’s not the only reason we do it. We believe that when you give people good advice, great things can happen. Our partnership with Osaic Institutions, Inc. delivers the right services and options to help you get where you want to be.

Schedule a time to chat with one of our experts and we’ll put our C.A.R.E. process to work for you. We’ll understand where you are, where you want to go and help you make decisions that will get you there.

  • Wealth Management
  • Retirement Planning
  • Retirement Income Generation
  • Medicaid Concerns
  • IRAs – Traditional, Roth, Simple, SEPs
  • 401k Rollovers
  • Managed Wealth Approaches
  • Bond Portfolios
  • Mutual Fund Investment and Management
  • Structured CDs and Structured Notes
  • Annuity Options
  • Growth Oriented
  • Income Generation
  • Protection and Legacy
  • Temporary and Permanent Life
  • Protection for Mortgage, College and other Family Expenses
  • Long-Term Saving and Future Income Solutions
  • Disability Insurance
  • Long-Term Care Insurance
  • 529 Plans
  • Insurance Solutions
  • SEP IRAs, Simple IRAs
  • 401k Plan Consultation and Coordination
  • Individual 401k Plans
  • Buy-Sell Insurance Solutions
  • Key Man Life Insurance

Are you an existing client?

Have Questions? Let’s Talk.

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eric brose photo

Eric Brose

Financial Advisor, Osaic Institutions, Inc.
Vice President & Financial Designer, Fidelity Bank

Education & Experience:

  • MBA, Tulane University, New Orleans
  • BA, George Washington University
  • Financial Advisor since 1999
  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent
  • Series 65: Uniform Investment Advisor