Our Services


PERSONAL FINANCIAL PLANNING

 

 

Wealth Management

Fee-Based Money Management
 Mutual Funds*
Stocks & Bonds* 
Fixed & Variable Annuities*
Tax-Advantaged Investments*
Portfolio Analysis
  


 

Retirement Planning

Self-Directed IRA's
 Lump Sum Retirement Distributions
 Retirement Income Analysis

 

  

Estate Planning

Evaluating Your Need for a Trust
 Strategies for Preserving Your Estate & Minimizing Estate Taxes
  Charitable Giving

 

 

Insurance Planning

Life Insurance
Individual & Family Health Plans
 Long Term Care


 

  


 


BUSINESS FINANCIAL PLANNING

Retirement Planning

401(k), Profit Sharing, Defined Benefit, SEP, Simple IRA
Deferred Compensation

 

 


Insurance Planning

Key Person Insurance
Buy-Sell Agreements
Group Health Plans

 

 

 
 
 
 

*Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC (www.sipc.org).