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