Broker Check

Services We Offer

How We Work

I provide holistic, fee-based financial planning and asset management. With access to a network of provider resources, I can help guide you through a complex, changing world of risk and opportunity.

  • Fee-Based Financial Planning
  • Fee-Based Asset Management – Retirement and Non-Retirement
  • Protection and Insurance Guidance
    • Life Insurance
    • Disability Insurance
    • Long Term Care Insurance
  • Annuities
  • Individual Retirement Accounts
  • Mutual Funds
  • College Savings Plans
  • Estate Planning Guidance
<strong>Investments</strong>

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

<strong>Financial Planning</strong>

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

<strong>Insurance</strong>

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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.