Products and Services in Detail

PRODUCTS AND SERVICES

I offer a wide variety of products and services that can help you achieve your financial goals.

Products include:

·        Annuities

·        Mutual funds

·        Brokerage accounts

·        Wealth management services

·        Roth, traditional, and Rollover IRA’s

·        SEP’s, SIMPLE IRA Plans, 401(k)

·        Life Insurance

·        Disability income Insurance

·        Long-term care Insurance

Services include:

Strategies for:

·        Minimizing current income taxes*

·        Funding your retirement

·        Maximizing retirement income potential

·        Conserving your estate

·        Funding a college education

Analysis of:

·        Net worth and cash flow

·        Current investment portfolio and asset allocation

·        Insurance needs

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h

h