Broker Check


How I Work

My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information it offers. I offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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

Individual Services

Wealth Accumulation Strategies

  • Fixed and Variable Annuities
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Pension Payout Alternatives
  • Retirement Planning & Income Strategies
  • Mutual Funds/Exchange Traded Funds/Individual Securities

Family Protection/Wealth Preservation Strategies

  • Comprehensive Financial Strategizing
  • Life Insurance and Risk Management
  • Long Term Care Insurance
  • Mortgage Protection (through Life Insurance & Disability Income Insurance)
  • Charitable Giving Strategies
  • Estate Conservation Strategies

Business Services

Retirement Plans / Employee Benefits

  • 403(b) & 457 Plans
  • 401(k) / Profit Sharing Plans
  • Money Purchase Plans
  • Defined Benefit Pension Plans
  • SEP and SIMPLE IRA Plans
  • Group Insurance (Life, DI & Dental)
  • Flexible Spending Accounts

For more information about my firm and the services offered, send me a quick email or call the office. I would welcome the opportunity to speak with you.   |  443-492-6607