Our Services

Lifetime Needs Analysis

I develop long-term working relationships with clients, providing financial solutions as they progress through their careers and into retirement.  As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

I take pride in listening to my clients and helping them achieve their individual goals.  Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.

Objective Investment and Risk Management Advice

This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.

  • Personalized Financial Planning
  • Retirement Planning
    • 403(b), 457(b) and 401(k) Plans
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • Rollover Consultations
  • Investments
    • Mutual Funds
    • Annuities (Fixed and Variable)
    • Stocks and Bonds
  • Customized Retirement Counseling ‘
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA
  • Insurance
    • Disability
    • Life
    • Long-Term Care
  • Asset Management Services

*Diversification or asset allocation do not guarantee a profit or protect against loss.