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, 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
- Flat Fee, Asset-based Fee or Commission Based Planning available
Financial Planning
- Retirement Planning
- Social Security Planning
- College Planning
- Estate Planning
- Asset & Tax Planning
- Flat Fee, Hourly or Monthly Fee, Asset-based Fee 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.