MY SERVICES:

After I have a thorough understanding of your financial goals and objectives, I will develop a personalized investment plan for you and your family. Your plan will be our road map and will thoughtfully guide us towards the accomplishment of your financial goals.  

 

I will execute your sound investment plan utilizing the following products and services:

 

INVESTMENT PLANNING:

Comprehensive Retirement Planning, Investment Planning, Education Planning

INVESTMENT MANAGEMENT:

Exchange Traded Funds (ETF's), Separately Managed Accounts, Institutional Money Managers, Mutual Funds, Stocks, Tax-Free Municipal Bonds, Government Bonds, Corporate Bonds, Certificate of Deposit (CD's), Preferred Securities, and more...

ESTATE PLANNING:

Trust and Legacy Planning, Charitable Giving Strategies, Wealth Transfer and Preservation Strategies.

BUSINESS SERVICES:

401(k), 403(b), Profit Sharing Plans, SEP & Simple IRA's, Defined Benefit Pension Plans, Buy/Sell Agreements, Business Succession Planning

INSURANCE:

Term Life, Variable Life, Universal Life, and Whole Insurance. Variable and Fixed Annuities. Long-Term Care and Disability Insurance.

LENDING:

Access to Lending and Banking through Wells Fargo affiliates.

 

Please call me if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.