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SERVICES OFFERED

FINANCIAL PLANNING | INSURANCE INVESTMENTS | RETIREMENT

Need help to achieve your financial goals? We use an array of products, services, and technologies to provide financial services that give you the tools for success. In addition to 1-on-1 consultations, I regularly host workshops and seminars for people who are interested in developing their own financial acumen.

INDIVIDUAL/FAMILY PLANNING

Family Portrait
  • Financial Organization

  • Financial Roadmap®

  • Mortgage & Equity Protection

  • Life Insurance with Living Benefits

  • Final Expense Planning

  • Disability Insurance

  • Long-Term Care Planning

  • College Planning

  • Retirement Planning

  • Investments'

  • Annuities

  • Cash Flow Maximization

  • Savings Strategies

  • Legal Plans

  • Identity Theft Protection Plans

  • Estate Planning

  • Employee Benefits Review

BUSINESS PLANNING

Financial Consultation
  • Financial Organization

  • Key Person Insurance

  • Buy-Sell Agreements

  • Business Overhead Insurance

  • Small Business Legal Plans

  • Defined Benefit Plans for Retirement

  • 401(k) Plans

  • Business Exit Planning

  • Executive Compensation

  • Group & Individual Health Insurance

  • Ancillary Group Benefits

  • Executive Incentive Programs

  • Financial Wellness Programs

AFFILIATIONS & REFERRALS

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  • Home & Auto Insurance

  • Commercial Insurance

  • Tax Planning and Accounting Services

  • Advanced Legal Planning

  • Bookkeeping Services

  • Payroll Services

  • HR Services

  • Mortgage Lenders

  • Banking Services

  • Real Estate

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