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
- Individual Retirement Accounts (IRAs)
- 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
- SIMPLE IRAs
- Non-Qualified Retirement Programs

* 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.