Services

After I have a thorough understanding of your financial goals and objectives, I will develop a personalized financial plan and investment strategy for you and your family. Your plan will be our road map and will thoughtfully guide us towards the accomplishment of your financial goals.  

I will execute your sound investment plan utilizing the following products and services:

INVESTMENT PLANNING:

Comprehensive Retirement Planning, Investment Planning, Education Planning

INVESTMENT MANAGEMENT:

Exchange Traded Funds (ETF's), Separately Managed Accounts, Institutional Money Managers, Mutual Funds, Stocks, Tax-Free Municipal Bonds, Government Bonds, Corporate Bonds, Certificate of Deposit (CD's), Preferred Securities, and more...

ESTATE PLANNING:

Trust and Legacy Planning, Charitable Giving Strategies, Wealth Transfer and Preservation Strategies.

BUSINESS SERVICES:

401(k), 403(b), Profit Sharing Plans, SEP & Simple IRA's, Defined Benefit Pension Plans, Buy/Sell Agreements, Business Succession Planning

INSURANCE:

Term Life, Variable Life, Universal Life, and Whole Insurance. Variable and Fixed Annuities. Long-Term Care and Disability Insurance.