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Retirement Done the Right Way

Our Services

Lifetime Needs Analysis

I develop long-term working relationships with clients, providing financial solutions as they progress through their careers and into retirement.  As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

I take pride in listening to my clients and helping them achieve their individual goals.  Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.

Objective Investment and Risk Management Advice

This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.

  • Personalized Financial Planning

  • Retirement Planning

    • 403(b), 457(b) and 401(k) Plans

    • Roth IRA, Traditional IRA

    • SIMPLE IRA, SEP IRA, 401(k)

    • Rollover Consultations

  • Investments

    • Mutual Funds

    • Annuities (Fixed and Variable)

    • Stocks and Bonds

  • Customized Retirement Counseling '

  • Education Planning

    • 529 College Savings Plan

    • Coverdell Education Savings Account

    • UGMA/UTMA

  • Insurance

    • Disability

    • Life

    • Long-Term Care

  • Asset Management Services

*Diversification or asset allocation do not guarantee a profit or protect against loss.

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