Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel more confident in your decisions.

Once your goals have been established, I will work with you to customize appropriate strategies to suit your vision and objectives. I can help you execute a financial program 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 liability 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 modeling, Monte Carlo portfolio analysis, wealth accumulation strategies, estate planning, and tax liability strategies.

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