Profile of Services
As a Financial Advisor, I bring a personal and comprehensive approach to working with individuals, families and business owners. I can assist you by analyzing your financial situation, identifying alternatives and implementing and monitoring a plan for you. I serve my clients in a boutique environment that offers the support and resources of one of the most enduring investment and financial planning companies in the United States.
Risk Management
Life Insurance
Long-Term Care Insurance
Disability Insurance
Annuities
Your Business
Business & Succession Planning
Buy/Sell Agreement Funding
Key Person & Executive Bonus
Retirement & Pension Plans
- 401(k) & Profit Sharing
- SEP & SIMPLE IRAs
- Defined Benefit Plans
Your Family
Pre-Retirement Planning
Wealth Management & Transfer
Education: 529 Plans & Coverdell Accounts
Coogan & UTMA Accounts
For You
Personal Financial Planning
Investments
IRAs (Traditional, Roth, Rollover)