Our Services

 

I would appreciate the opportunity to earn your trust. In just a few hours, I can help you formulate a plan to achieve your financial goals. I will then implement that plan and review it on a regular basis.

 

Give me a call today to schedule a no cost, no obligation introductory appointment. I look forward to helping you set and reach your financial goals.

 

Offering:

  •      Life Insurance
  •      Health Insurance
  •      Disability Income Insurance
  •      Mutual Funds
  •      Stocks
  •      Bonds
  •      IRAs
  •      Fixed and Variable Annuities

 

 

For Your Business:

 

Employee Benefits:

I will work together with you, the business owner, to design an employee benefit program. These benefits include group life, group dental, group health, long term disability and short term disability insurance.

 

Retirement Plans:

I also work to determine which retirement plan best fits your goals and your company’s personnel. SEP IRA, SIMPLE IRA, 401(k), and Profit Sharing are some of the options that you may have. I will work with you to put the proper plan in place to maximize your personal contribution and retain key employees.

 

Business Continuation and Estate Planning:

Business continuation is a concern for every owner. You know how and why you went into business; it is also important to plan for how you are going to leave your business. Buy/Sell agreements should be in place to help protect your ownership interest in the event of your death, sickness, or preferably, your retirement.

 

Key Employees:

When you find good employees you want to do all that you can to retain them. I will work with you to structure a key employee benefit package to help you better retain and attract individuals who can help your business to succeed.