Products & Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401(k) Plans
  • 403(b) Plans
  • College Planning
  • Estate Planning
  • Money Purchase Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance