Services
The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.
Some of the services I offer:
Life Insurance
High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.
Investment Products & Services
Our Investment Products and services will help you achieve your financial goals at every stage of your life.
Annuities
We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.
Long-Term Care Insurance
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.
Complete List of Products & Services
Business Continuation
Buy-Sell Funding Strategies
Key-Person Options
College Funding
401(k), 403(b) & 457 Rollovers
Deferred Compensation Options
Asset Allocation Strategies
Simplified Employee Pension Plans
Portfolio Needs Analysis
Estate Conservation Strategies
Retirement Funding Strategies
Life Insurance for Mortgage Protection
Pension Income Alternatives
Business Overhead Coverage
Financial Needs Analysis
Seminars
PRODUCTS
Life Insurance (Term/Variable/Whole/Universal/Indexed)
Long-Term Care Insurance
Owner 401k
Mutual Funds
IRA's (Traditional, Roth & Simple)
401(k) and 403(b)
Group and Individual Disability Income Plans
Annuities (Fixed/Variable/Indexed)
Group Life, Long-Term Care, Short Term Disablity, and Long Term Disability Insurance
Health & Dental Insurance (Group and Individual)
Voluntary Benefits Program
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