My Services

I work with individuals, families and businesses handling their investment management, insurance, and estate planning needs with a focus on minimizing volatility and insuring the efficient transfer of assets from one generation to the next through estate planning.


What I Provide

•    Private Account Management
•    Institutional Account Management
•    IRAs: Traditional and Roth
•    Retirement Plans for Businesses SEP IRAs, Simple IRAs, 401(k)s
•    Life Insurance (Term & Permanent)
•    Long-Term Care Insurance
•    Health Insurance
•    Disability Insurance
•    Comprehensive Financial Plans: Preparation, Implementation, and Annual Reviews
•    Estate and Succession Planning
•    Charitable Gifting Techniques
•    Advisory Solutions
•    Mutual Funds
•    Fixed and Variable Annuities
•    Stocks
•    Bonds (Corporate, Government, Tax Free)
•    Alternative Investments
•    Educational Funding 
          529 College Savings Plans
          Coverdell IRAs
          UTMA/UGMA Accounts