Broker Check


At 3C Financial Services, I offer opportunities to help you gain confidence and clarity in your financial life.

Whether you’re concerned about preparing for retirement, you’re just starting out in a new job, or you’re looking for help with your business, I can help. I offer tools, resources and education to help you make financial choices with confidence. Focusing on 401(k)s, financial planning, estate planning, insurance planning and investment management, I offer an outstanding quality of service. I consider the details that affect you over time, such as taxes, investment risk and cash flow. Through prudent estate planning, I can help you identify ways to protect and manage your assets, which can benefit you and your family for generations. I am honest and straightforward, giving you vital information about investments and possible outcomes. I want you to know all of the advantages and disadvantages of a decision before moving forward. 

I’m flexible in my approach with clients. I can meet with you as needed, whether that’s after regular work hours or early in the morning. And you’re free to call anytime. In the end, your goals are my goals. I work hard to help you achieve results. I’m here for you.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Legacy Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Client Service Plan

Where We Begin

  • Determine financial goals and objectives
  • Comprehensive financial planning
  • Review current investment accounts
  • Insurance review
  • Estate planning and Trust review
  • Employee benefits review
  • Medicare & VA Planning with an attorney (I will attend if requested)
  • Gather data for Estate, Legacy & Medicare Planning

Additional Services

  • Budgeting
  • Tax planning with CPA, if requested
  • Retirement income planning, with an annual review
  • Social Security Analysis
  • Stock Option Analysis
  • Qualified Plan Asset Allocation Review
  • Required Minimum Distribution Coordination
  • Business planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.