No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I’ll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies— including insurance products and investments— to help you. • Retirement income planning. • Managed investment accounts • Education funding options. • Charitable giving solutions. • Business owner solutions. • Mutual funds. • Traditional IRAs and Roth IRAs. • Life insurance. • Disability Income Insurance. • Long-term care planning. • Fixed and variable annuities.