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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

Investments

• Mutual Funds

• Brokerage Services

• 529's and Coverdell Education Savings Accounts

• Variable Annuities


Financial Planning Services

Financial Planning Services

•  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

Fee-Based Asset Allocation Programs

• Managed Allocation Portfolios (MAP)

• Strategic Portfolio Allocation

Insurance

Insurance

•  Annuities , Life Insurance, Disability and Business and Group Products

  • Individual and Business
Retirement Plans

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

Seminars and Workshops

 I offer seminars and workshops on many services

Let's discuss the products and services that may be appropriate for you and begin working on a plan together to help you pursue your goals. 

Thank you!
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