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