Individuals & Families
Estate Planning
Insurance
Fixed Annuities
Retirement Solutions
Asset & Income Protection
Tax Preparation & Planning
LIFE INSURANCE
If a child, a spouse, a life partner or a parent depends on you and your income, you may want life insurance. We live in an unpredicatable world. We offer Life, health, disability insurance and Long term care insurance.
TAX PREPARATION & PLANNING
An important element in any financial plan is tax planning with the ultimate goal of minimizing your tax liability. This may involve reviewing your past tax returns, working jointly with other tax or financial professionals and/or preparing your future tax returns.
ESTATE PLANNING
You work your whole life to build your estate; you should have control over what happens to it upon your death. I can help you implement a plan that protects your assets from the consequences of state taxes and ensures that your estate is settled on your terms, not someone else's.
PERSONAL PLANNING
Because planning your financial future can be complicated and your set of circumstances unique, it's important that you have help of a trained and experienced professional. I will work with you to help you plan for a future in which your goals are achieved and your dreams become reality.
ASSET & INCOME PROTECTION
Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an estate planning strategy, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future, and improve your life.
RETIREMENT SOLUTIONS
My job is to make sure you are financially prepared to enter your retirement years. With the variety of different alternatives available, I am ready to work with you to build a secure financial future for you.