Broker Check

Services

I offer individuals, families, and business owners comprehensive services that strive to help them build, protect, and preserve their wealth, including:

Wealth Management

I seek to help clients create an investment portfolio that produces an appropriate diversification based on their objectives and risk tolerance. In creating their strategies, their portfolio may consist of:

  • Bonds, Government Securities, and Certificates of Deposits
  • Common Stock
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • 401(k) Plans
  • 529 Plans
  • Alternative Investments
  • Variable and Fixed Annuities
  • Traditional, Roth, SIMPLE, and SEP IRAs

Financial Planning Strategies

Financial planning is the process of identifying financial goals and creating a roadmap for how to pursue them. The primary objective is to determine how to build and preserve wealth, while also planning for the future. I can assist clients with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Tax Planning
  • Cash Flow Analysis

Insurance

Having the right insurance can help protect one’s financial strategy. I evaluate a client’s current risk plans to determine if they adequately address their needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Annuities