I believe that communication and education are the fundamentals in building a successful working relationship.  I will listen to your goals, prior experiences and concerns and together we will work towards building a financial plan that you will feel confident about.

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

Personal Services:

  • Retirement Plans: Traditional, Roth, and Rollover IRA's
  • Life Insurance: Term, Universal, Whole, Variable Universal Life
  • Long-Term Care Insurance
  • Annuities: Variable, Fixed, Immediate, and Index Annuities
  • Educational Plans: 529 and Coverdell Education Savings
  • Investment Advisory Services

Business Services:

  • Retirement Plans: Sep and Simple IRA's, Profit Sharing Plans, 401(k), 403(b), Defined Benefit, and Cash Savings Plans
  • Deferred Compensation
  • Non-Profit 501(c)(3)

Available Products: Mutual Funds, Stocks, Bonds, Annuities, 529 College Savings Plans, Life Insurance, Investment Advisory Portfolios