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](/sites/default/files/2023-05/mutual-funds.png)
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
![Financial Guidance](/sites/default/files/2023-05/financial-guidance.png)
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](/sites/default/files/2023-05/charitable-giving-solutions.png)
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
![Traditional and Roth IRAs](/sites/default/files/2023-05/traditional-and-roth-iras.png)
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](/sites/default/files/2023-05/investments.png)
Investments
Our options help you balance performance and purpose.
![Health Insurance](/sites/default/files/2023-05/health-insurance.png)
Health Insurance
We can help you assess your options, including those available through your employer and government programs.