Areas of Expertise

PERSONAL FINANCIAL NEEDS

  • Investment Strategies
  • Comprehensive Financial Planning
  • Education Funding Strategies (529 Plans and Coverdell)
  • Retirement Planning Strategies
  • Estate Conservation Strategies
  • Insurance Needs Analysis
  • Long Term Care Insurance
  • Fixed and Variable Annuities

INVESTMENTS

  • Mutual Funds
  • IRAs/IRA Rollovers
  • Retirement Plans [401(k), SEP, etc]
  • Brokerage Services

BUSINESS PROTECTION

  • Business Succession Strategies
  • Key Person Life Insurance

EMPLOYEE BENEFITS

  • Employee Pension, Profit Sharing, & 401(k) Plans
  • Group Life & Disability Insurance
  • Group Health Insurance
  • Key Executive Benefit Plans
  • 403(b) Plans