Services
I work with each of my clients to develop a customized financial plan that is in alignment with their specific financial goals and objectives. I have access to the following products and services:
Investments
Mutual Funds
Fixed Annuities
Variable Annuities
Exchange-Traded Funds (ETFs)
Personal Financial Services
Financial Planning
Retirement Income Planning
Wealth Preservation
Legacy Planning
Professional Money Management
College Planning Strategies
Traditional and Roth IRAs
Insurance
Term, Universal and Whole Life
Variable Universal 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