Broker Check

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).