Products and Services
We provide assistance in the following areas:
Investment Management
- Roth IRA
- SEP IRA
- Stocks & Bonds
- Traditional IRA
- Portfolio Construction
- Alternative Investments
- Risk Tolerance Management
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Simple IRA
- Brokerage Accounts
- Government Securities
- Variable Annuity
Financial Planning
- Financial Advising
- Profit Sharing Plans
- Investment Advisory
- Savings Planning
- Life Changing Events & Implications
- College Plans & 529 Plans
- Tax Planning
- Examining Tax Implications
- 401 (k) Planning
- 403 (b) Planning
- Legacy & Estate Planning
- Estate Conservation Strategies
- Cash Flow & Debt Management
Retirement Planning
- 401(k) Rollover Services
- Qualified Plan Allocations
- Establish and Automate Savings Strategies
- Variable / Fixed Annuities
- Retirement Income Planning
- Small Business Retirement Plans
Family Risk Management
- Disability Insurance
- Life Insurance
- Long-Term Care Insurance
Communication
How we communicate with our clients
How do
we communicate
with you?
- Monthly and quarterly statements
- periodic telephone visits
- periodic face to face reviews
- periodic letters about the market and economy
How do we
monitor your
progress?
- We monitor your progress toward meeting your goals and obligations regularly.
How long have
you been
an advisor?
- I have been a financial advisor for over 30 years.
What are the main products helping clients manage their objectives?
- Stocks and Bonds
- Financial IRA Products
- Government Securities
- Annuities
- Alternative Investments
- Mutual Funds
- Exchange/Trade Funds (ETFs)