Products and services. Aligned with your priorities.
I work with my individual clients based on their goals, needs, and budgets. I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance, or annuities.
I also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you. My experience over the years means that I have a vast knowledge of the financial industry. Some of the areas that I specialize in are: retirement income planning, retirement accumulation, retirement planning, investments, solutions for businesses, education funding strategies, and estate strategies.
Contact me today and see if I am the right fit for you to work with for your personal financial planning needs.
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.