Broker Check

Products & Services

I provide assistance in the following areas:

Investments: Offered through LPL Financial

  • Mutual Funds
  • Fixed Annuities
  • Fixed Indexed Annuities
  • Variable Annuities
  • Certificates of Deposit

Financial Planning: Offered through LPL Financial

  • Investment Management
  • Investment Risk Analysis
  • Retirement Planning
  • Income Distribution
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k) Planning
  • 403(b) Planning
  • Education Planning
  • Estate Planning Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Insurance Planning
  • Cash Flow Management

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Hybrid Long Term Care Insurance
  • Buy/Sell Insurnace
  • Key Person Insurance