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Products & Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Investment Services

  • Bonds
  • Common Stock
  • Coverdell ESA
  • Brokerage Accounts
  • Government Securities
  • Retirement Plans, including 401(k) and IRAs
  • Variable Annuity

Financial Planning

  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you work toward those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.