Broker Check

Services

Retirement Planning

  • Dealing with lump sum distributions
  • Projecting early or late retirement
  • Income generating strategies
  • Minimizing tax liabilities

Investment Analysis

  • Identifying capital, contribution and return requirements to meet objectives
  • Building cash reserves
  • Educating on alternatives pros/cons
  • Asset allocation: attempting to reduce risk, enhance rate of return by balancing assets

Risk Management Planning

  • Helping clients with game plan for:
    • Disability or illness
    • Premature death
  • Reviewing current insurance

College Planning


Pre-Divorce Financial Planning


Estate Planning

  • Protecting privacy
  • Preserving family wealth
  • Charitable giving

Investment Products

  • Money markets
  • Treasury bills, notes and bonds
  • Stocks, EFT's
  • Bonds (taxable and tax free)
  • Mutual funds
  • Real estate investment trusts (REITs)
  • Limited partnerships
  • Annuities (fixed and variable)
  • IRAs, SEPs
  • 529 plans
  • Business development companies

Insurance Products

  • Individual (term, fixed/variable, universal)
  • Disability
  • Long-term care

Business Products and Services

  • Qualified plans: 401(k), profit sharing
  • Pension planning
  • Deferred compensation strategies
 
 

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