Products and Services
While developing a 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:
Medicare Planning
- Part A
- Part B
- Part D
- Medicare Supplements
- Medicare Advantage
- Medicare Review
- Medicare Quotes
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning Services
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Planning Strategies
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance