Financial Planning Products & ServicesI 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 PlanningIncome Tax Planning Retirement PlanningWealth Transfer StrategiesDIVORCE FINANCIAL PLANNINGFamily Financial Communication (Divorce Preventions)Family Dissolution ConsultingFamily Rebuilding ServicesINVESTMENTSBrokerage AccountsBondsCommon StockEducational IRAGovernment SecuritiesRoth IRASEP IRASimple IRATraditional IRATreasury BillsTreasury NotesVariable AnnuityRETIREMENT PLANS401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing PlansTax PlansINSURANCEDisability Income InsuranceLife InsuranceLong-Term-Care Insurance Contact us for more information regarding our Products and Services. Name Email Address Phone Question Thank you! Oops!