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