Broker Check

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

Contact us for more information regarding our Products and Services.

Name
Email
Phone
Question
Thank you! Oops!