My Services
While developing your customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
Specific training in:
Sources for Retirement Income - Approaching Retirement |
Personal Savings (Investing for retirement) |
Employer 401K Plan – Investing and Rollovers |
Business Owners & Continuation Planning |
Planning for Incapacity, Disability & Long-Term Care |
Transitioning to Retirement Income |
Asset Growth Management – Investment Strategies |
Investment Strategies during Retirement |
Income tax Savings during asset Growth |
Income Tax Savings in Retirement |
Advanced Estate Planning Strategies & Ideas |
High Net Worth Wealth Transfer Strategies |
Traditional IRA’s, Simple IRA’s, Roth IRA’s, SEP IRA’s |
457 & 403B Plan Investing & Rollovers |
Life Insurance Analysis and Planning |
Income Insurance & Personal Pension Plans |
Social Security – When to Claim? |
College Planning – Saving for College |