Our Services

 

I offer a wide variety of products and services to help you solve today's personal and business financial problems and to prepare for the future.

 

 

 

Personal Strategies

Financial Resource Services

  • Life & Disability Income Insurance Needs
  • Review of Savings and Investments*
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products & Services

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities* 
  • Retirement Needs Review
  • Long Term Care Insurance

Tuition Funding Programs

  • College Costs Analysis
  • Insurance and Investment Products*

Investment Products*

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities

Estate Planning

  • Estate Preservation 
  • Tax Reduction Strategies
  • Charitable Giving


Business Strategies

Business Continuation Planning

  • Funding Option Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs

* Securities offered through Registered Representatives of MML Investors Services, LLC., member SIPC.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck