My Services

While developing a customized investment plan, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

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

 

 

  • Investment Planning
     

  • Private Investments
    - Stocks, Bonds & Mutal Funds
    - Fee-based Investment  Management
    - Money Managers

  • Individual Retirement Plans
    - Traditional & Roth IRAs
    - Lump Sum Distributions/401(k) Rollovers
     
  • College Planning
    - 529 College Savings Plans
    - Coverdell Education Savings Account
     
  • Trust and Issues Surrounding Estate Planning
     
  • Annuities
    - Variable, Immediate, and Fixed
     
  • Insurance
    - Disability Insurance
    - Life Insurance (Individual and Business Applications)
    - Long-Term Care Insurance
     
  • Company Retirement Plans
    - Simple IRAs
    - SEP IRAs
    - 401(k), 403(b) & Profit Sharing Plan
    - Defined Benefit Plans
     
  • Corporate Executive Services
    - Cashless Stock Option Exercise
    - 144 Restricted Stock Transactions
     
  • Investment Banking