How We Work


My firm specializes in helping individuals develop sound retirement strategies. Whether you are retired, approaching retirement, or just getting started on your financial journey – please take the time to explore the wealth of information myself and my team have to offer. My goal is to educate clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Vaiable Annuity

Financial Planning

Retirement Plans

Tax Strategies

401(k) Planning

403(b) Planning

College Funding

Estate Strategies

Money Purchasing Plans

Profit Sharing Plans

 

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

 

Products and Services are offered by representatives holding the appropriate licensing and registrations. Not all representatives may be able to offer all products or services listed.


Contact Us