Products & Services
For Individual Investors, I can provide you with valuable information to help you make important financial decision, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.
For Businesses, I can help you implement a qualified retirement plan, employer-sponsored college savings plans, review your investment policy, and manage your long-term investments.
Even if you are covered by Social Security and a company pension plan, you may not have enough to retire to live the lifestyle you desire. Do you know how much you need for retirement?
You don't have to be a rocket scientist to help your child obtain a high-quality college education. By reviewing your family's financial outlook, I can help you develop and implement a tuition savings plan that may fit for your budget.
If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation.
Professional Money Management
Today's investment atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your financial future. Given this environment, more and more investors are turning to qualified financial advisors like me to assist them in creating a customized portfolio based on their individual needs.
- 401(k) Rollovers
- Roth IRAs
- Traditional IRAs
- SIMPLE IRAs
- Employer-Sponsored Retirement Plans
- Solo 401(k) Plans
- Mutual Funds
- College Savings Plans
- Life Insurance
- Long-Term Care Insurance