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Products & Services

My focus is helping you improve your quality of life through financial strategies. I offer a wide variety of products and services to help you address today’s personal and business financial problems and to prepare for the future.

Personal Strategies

  • Fee Based Planning
  • Financial Resource Services
    • Life & Disability Income Insurance Needs
    • Retirement Income Needs
    • Budgeting and Cash Flow Study
  • Retirement Products & Services
    • Individual Retirement Accounts (IRAs)
      • Traditional
      • Roth
    • Fixed and Variable Annuities
    • Retirement Needs Review
    • Long Term Care Insurance
  • Tuition Funding Programs
    • College Costs Analysis
    • Analysis of Investment Alternatives
    • Insurance and Investment Products
  • Investment Products
    • Mutual Funds
    • Unit Investment Trusts
    • Variable Annuities
    • Direct Participation Programs
    • Securities Brokerage Services
  • Estate Planning*
    • Estate Preservation 
    • Tax Reduction Strategies
    • Charitable Giving

Business Strategies

  • Business Continuation Planning
    • Funding Option Analysis
    • Buy - Sell Strategies
    • Family Business Succession Planning
    • Key Person Insurance
  • Executive Fringe Benefits
    • Executive Bonus Plans
    • Split Dollar Insurance
    • Deferred Compensation Funding
    • Salary Continuation Plans
    • Non-Qualified Executive Fringe Benefits
  • Employee Benefit Program
    • Life and Disability Income Insurance
    • Pension, Profit Sharing and 401(k) Plans
    • Payroll Deduction Plans
    • Non-Qualified Retirement Programs
Do you need Life Insurance?

Do you need Life Insurance?

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* Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.