Our Services

 My goal is to provide quality needs-based products and services to each and every client. Whether you are starting a family, running a business or planning for retirement, I can help you design a program geared towards each stage of your life.

Personal Needs

~Special Needs Planning

~Disability Income Insurance
~Education Funding Strategies
~Estate, Insurance and Charitable Gifting Strategies
~Life Insurance
~Long Term Care Insurance
~Mutual Funds

~Manged accounts, General Securities
~Retirement Planning
~Variable Annuities
~Tax Strategies*
 

Business Needs

~Business Continuation Planning
~Employee Benefit Planning

~Employee Benefit Cost Reduction Strategies

~Employer Benefit Planning
~Executive Benefit Planning
~Tax-Qualified Retirement Planning