Services

While developing a customized financial strategy, I can walk you through a step-by-step process to help make you feel more confident in your decisions.

Once your goals have been established, I can work with you to customize appropriate strategies to suit your vision and objectives. I can help you execute a financial strategy utilizing the following products and services:

Business Planning:  Group benefits, key person, informal business valuation, buy-sell review, retention and reward for key employees.

Business Owner & Executive Solutions: Exit planning, wealth transfer and estate planning, retirement income and deferred compensation, survivor income, business protection, income protection, risk management and tax minimization strategies. 

Personal Strategies: Comprehensive financial analysis, income protection, survivor benefits, beneficiary planning, education funding, retirement planning, income solutions, personal cash flow analysis and budgeting, investments, asset allocation strategies, Monte Carlo portfolio analysis, wealth accumulation strategies, estate planning, and tax minimization strategies.

  • Disability income insurance
  • Life insurance
  • Annuities
  • Mutual Funds
  • Managed accounts
  • Optional fee-based planning services
  • 401(k), profit sharing, defined benefit plans
  • SIMPLE-IRA, SEP-IRA, Traditional and ROTH IRAs
  • Long term care insurance