As a financial representative, I can help develop a financial program that matches your goals, values and personal financial situation. Here are some commonly asked questions that I would be happy to discuss with you: •How do annuities differ and are they right for me (variable annuity, immediate annuity, deferred annuity and indexed annuity)? • Differences between a 529 plan and other college savings plans? • What should I know about life insurance to choose the best solution for me? • What is the difference between term life and whole life? • What are the advantages between various types of retirement accounts or plans and what role do they play in my retirement investment strategy? • How does a Roth IRA compare to a traditional IRA or 401k and what are the contribution limits? • Are mutual funds a good investment for me? • How do actively managed funds compare to index funds? Take the first step by contacting me to schedule a free financial review.