Services

As a Certified Retirement Counselor (CRC) I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information offered. I provide personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I certainly understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance