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How I Can Help You

Take Control of Your Financial Future

  1. Develop Your Financial Plans – Both Long and Short-Term
  2. Arrange your financial assets to fit your personal financial goals.
    • This is NOT a “one-time”, “set-it-and-forget-it” arrangement. It takes an annual assessment to make sure everything is still on track and adjusted for all those “life changes”.
  3. Make Sure You Have Adequate Insurance To Cover Your Assets
  4. Develop a plan and means to transition your asset to whomever you wish

Transition Into Retirement

This can be a scary time, which includes actions that can have serious tax concerns. I can help with 401K and IRA rollovers, and navigating all the rules and regulations that can complicate the retirement process.

Create Retirement Programs For Your Busines

I can help you establish 401K’s and SEMPLE IRA’s for your company or 401B’s for your non-profit.

Buy Individual Stocks and Bonds:

For the record: If you have ample assets and have the want to buy and sell stocks and bonds, I CAN help you do that.

*Personally, I never buy individual stocks and bonds…

Because I am an Independent Financial Adviser I can represent a wide array of companies, services and financial products to help pursue nearly all of your investment goals.

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance