My Services
Wealth Management Resources
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:
Asset Management
- Separately managed accounts
- Stocks and Bonds
- Mutual Funds
- Variable Annuities
- Fixed income securities
- IRAs/ROTHs
- Budgeting/Cash Management
- Brokerage Accounts
Insurance
- Life insurance
- Group Health insurance
- Long term care insurance
- Disability insurance
- Fixed annuities
Consulting
- Insurance reviews
- Financial projections
- Business planning
- Growth strategies
- Public speaking
Wealth Planning
- Wealth transfer/Preservation
- Liquidity management
- Charitable giving strategies
Corporate Services
- 401(k)
- Profit sharing
- SEP and pension plans
- Differed compensation plans
- Executive financial services