Products & Services

My goal is to help individuals, families, self-employees and small business owners  to reach their financial goals and achieve holistic financial health. I will provide assistance and consultation in the following areas:

Investments

  • Mutual Funds, ETFs, Common Stocks, Bonds, Government Securities
  • Variable Annuities, Indexed Annuities
  • Brokerage Accounts
  • Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA
  • 401(k), 403(b), Profit Sharing Plans, Pension Plans, and other employer-sponsored plans
  • College Saving Plans
  • REITs
  • 1031 Tax Deferred Real Property Exchange Investments

Financial Planning

  • Retirement Planning
  • Social Security Planning
  • College Planning
  • Estate Planning
  • Asset & Tax Planning
  • Fee Only, Fee-based or Commission Based Planning available

Insurance Planning

  • Medical Insurance for Individuals, Self-Employees and Businesses
  • Medicare Advantage Plans, Medicare Supplement Plans (Medigap), Medicare Part D Drug Plans
  • Disability Income Insurance
  • Life Insurance
  • Supplemental Insurance (Critical Illness, Cancer, Hospital Insurance, etc.)
  • International Medical Insurance
  • Special Risk Insurance
  • Long Term Care Insurance
  • Life Insurance or Annuities with Long Term Care riders
  • Buy-Sell, Key-man, Business Continuation Planning
  • Non-Qualified Compensation Plans
  • Executive Bonus Plans & Key-Employee retention planning
  • Fixed Annuities
  • Income Planning with Fixed Annuities and other Insurance products

Because my highest value is integrity, I always advise you as to what the best options are for you based on your specific situation and desired outcomes. Feel free to contact me for a no-cost consultation and quotes, or an evaluation of your current portfolio and situation.