Products and services. Aligned with your priorities.
When you invite me to help you develop a financial plan, I draw not only from my own extensive expertise, but also from that of others on my team - Suttman Denholm and Associates. That gives you access to specialists in many areas, including:
• Life insurance
• Annuities
• Investments
• Long-term care insurance
• Disability income insurance
• Medicare
• Retirement income accumulation and distribution
• Social Security
• Estate planning strategies
We are committed to helping you understand exactly how each aspect of your financial picture – from pension accounts to insurance policies to investment portfolios – contributes to your well-being and financial security. We want to help alleviate uncertainty so you can enter and live in retirement with confidence – and exuberance!
In addition to collaborating with my own teammates, I can work with your accountant and estate planning attorney to help you prioritize tax-efficiency and implement estate preservation strategies. That will help you maximize the impacts of your well-earned assets as you live the life you've long envisioned and leave a legacy benefiting the people and institutions most important to you.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
