Products

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial advice to help you choose only those products that meet your current and future goals.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

Invest

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help pursue short- and long-term goals.

For employers, I can offer advice on savings and pension plans.

• 401 (k) retirement plans and Individual Retirement Accounts
• 529 qualified tuition plans
• Certificates of Deposit
• U.S. Treasuries Securities
• Group retirement and savings plans

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

• Life
• Long-term care, disability and critical illness
• Health and dental
• Group health benefits

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

• Saving
• Tax Planning
• Succession Planning
• Mortgages
• Financial Planning for Business Owners
• Business Succession Planning