Products & Services
I provide assistance in the following areas:
Investments
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Brokerage Accounts
- Mutual Funds
- Managed Accounts
- Fixed, Indexed, and Variable Annuities
Financial Services
- Retirement Plans
- Retirement Income Planning & Income Distribution Planning
- General Investment Planning
- 401(k) Plans
- College Planning Strategies
- Estate Planning Strategies
- Guidance with Social Security Claiming Decisions
- Cash Flow Planning
- Debt Management
- Assistance with Employee Benefit Decisions
Insurance
- Life Insurance
- Long-Term-Care Insurance
- Disability Income Insurance
- Home, Auto & Umbrella Liability Insurance