Financial Planning Products & Services
I provide focused personal attention on the things that matter to you! Financial Planning can be an intimidating process for those who have not been through it. I can assist and guide you through life's most important events and decisions. This is a top priority in helping you achieve total financial well-being.
Below is a list of the services I provide and a sampling of the investment tools available to help implement a solid financial plan for your future.
FINANCIAL PLANNING
- Estate Planning
- Income Tax Planning
- Retirement Planning
- Wealth Transfer Strategies
DIVORCE FINANCIAL PLANNING
- Family Financial Communication (Divorce Preventions)
- Family Dissolution Consulting
- Family Rebuilding Services
INVESTMENTS
- Brokerage Accounts
- Bonds
- Common Stock
- Educational IRA
- Government Securities
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
- Treasury Bills
- Treasury Notes
- Variable Annuity
RETIREMENT PLANS
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Tax Plans
INSURANCE
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance