Products and Services
I provide assistance in the following areas:
Investments
- Mutual Funds
- Common Stock
- Bonds
- ETFs
- Managed Accounts
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Fixed and Variable Annuities
Financial Planning
- Traditional IRA
- Roth IRA
- Educational IRA
- SEP IRA
- Simple IRA
- 401(k) Plans
- 403(b) Plans
- College Plans
- Estate Planning
- Money Purchasing Plans
- Profit Sharing Plans
- Defined Benefit Retirement Plans
- Defined Contribution Retirement Plans
- 409(a) Non-Qualified Deferred Compensation Plans
- Retirement Income Distribution Planning
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Medical Insurance Plans
- Group Medical Insurance Plans
- Medicare Supplement Plans