Our Services

 

It is my practice that Financial Planning begins with a "Financial Checkup" that is an in-depth evaluation of your current financial situation. With a written financial analysis I can focus on your specific goals. I also offer a broad range of services and products that help you achieve your financial goals. 

 

COMPREHENSIVE FINANCIAL PLANNING

  • A Written Financial Analysis  
  • Estate Preservation and Transfer 
  • Retirement Planning 
  • Income Tax Planning  
  • Education Planning 
  • Gifting Strategies

INVESTING

  • Stocks and Bonds  
  • Mutual Funds 
  • Brokerage Accounts  & Asset Management Accounts 
  • Certificates of Deposits 
  • IRAs- Roth, Traditional, Education 
  • Tax Deferred Annuities

ASSET PROTECTION                      

  • Life Insurance 
  • Disability Income Insurance  
  • Long Term Care Insurance

BUSINESS

  • 401(k), Profit Sharing, SEPP, Simple Plans 
  • Group Life & Disability 
  • Buy/Sell Planning & Funding  
  • Payroll Deduction Plans 
  • Key Person Protection                                                            

INCOME TAX

  • Income Tax Preparation
  • e-File
  • Tax Consulting for Individuals and Business

 

            

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck