My Services
My Services
Just as no two people are exactly the same, I believe investment products and services should be built specifically to meet different and specialized needs.
I work with individuals and business owners by offering a wide range of financial products and services, while striving to improve their knowledge of the financial planning instruments and strategies. I offer investments, access to insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, I can help.
Investments
- Mutual Funds
- Brokerage Services
- 529's and Coverdell Education Savings Accounts
- Variable Annuities
Financial Planning
- Survivor Income Needs; Education Funding; Asset Allocation; Goal Funding; Income Tax; Long-Term Care
- Investment Planning and Wealth Forecasting Strategies
- Estate Planning Strategies
- Business Planning Strategies
Fee-Based Asset Allocation Programs
- Managed Allocation Portfolios (MAP)
- Strategic Portfolio Allocation
Insurance
- Annuities , Life Insurance, Disability and Business and Group Products
- Individual and Business
Retirement Plans
- IRA, Roth and IRA
- 401(k), 457 and 403(b)/TSA Plans
- Exclusive(k)® , Keogh, Money Purchase and Profit Sharing Plans
- SEP, SIMPLE and SARSEP Plans
- Defined Benefit Plans
Seminars and Workshops
- I offer seminar and workshops on many services