Services
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
Insurance
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