I work with each of my clients to develop a customized financial strategy that is in alignment with their specific financial goals and objectives.  I have access to the following products and services:

Personal Financial Services

  • Financial Strategies

  • Retirement Income Strategies

  • Wealth Preservation

  • Legacy Planning

  • College Planning Strategies

  • Traditional and Roth IRAs


  • Term, Universal and Whole Life 

  • Disability Income

  • Long-Term Care

  • Health Insurance

Estate Planning Strategies

  • Living Trust

  • Charitable Remainder Trust

  • Irrevocable Life Insurance Trust (ILIT)

  • Stretch IRA

Business Planning Services

  • 401(k) Plans

  • 403(b) Plans

  • Deferred Compensation Plans

  • Profit-Sharing Plans

  • SEP Plans and Simple IRAs

  • Company Retirement Plans

  • Business Valuation

  • Key Person Life Insurance


Associates of Life Legacy Concepts do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.