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Our Services

Services

After a concept interview to see if my practice is the right fit for you and your financial needs, I develop an initial customized written financial plan that serves as a snapshot of your current financial situation then carefully analyze areas of needs and opportunities.  As an independent financial advisor, I then match strategies I feel are in your best interest.  I then look for products that we can use to implement recommended strategies to help you protect what you have worked hard for and build on your life goals.   These products can include Stocks, Mutual funds and Alternative Investments, a wide variety of life insurance and annuity products as well as specific goal products such as college savings and Long-term care.  I will update your plan yearly, or as needed if you have a major life event, allowing your plan to continually grow in sophistication.

Over the years, I have developed referral relationships in areas outside of my services that I use to compliment my holistic approach to life planning such as estate planning attorneys, CPA’s and Property and Causality Agents to name a few. 

It is my pleasure to serve and get to know each of my clients.


Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • CD’s
  • Money Markets
  • Private REIT’s
  • Alternative Investments
  • Variable Annuities
  • Fixed Annuities
  • IRA’s
  • Qualified Retirement Plans
  • Fixed Index Annuities
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Financial Planning

  • Retirement Planning
  • Life Insurance Planning
  • Tax Planning
  • Life Event Planning
  • Estate Planning
  • Social Security Analysis
  • Retirement Plan Analysis
  • Education Planning
  • Charitable Giving
  • Gift Planning
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Insurance

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Universal Index Life Insurance
  • Variable Universal Life
  • Long Term Care Insurance
  • Disability Insurance
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Tax Planning

  • Capital Gains Tax Review
  • Individual Tax Planning
  • Social Security Tax Analysis
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