Products & Services

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Retirement Planning

Whether your retirement is 40 years away or on the horizon, it is important to take stock of your savings situation and take charge. Experts estimate that many Americans will spend nearly one third of their lives in retirement. To make sure that your retirement is the golden time it’s meant to be, start planning now.

Source: www.401k.org

Education Planning

The available education planning choices can be confusing. I can show you how your savings will affect your child’s or grandchild’s ability to qualify for financial aid, as well as the implications for your income, gift and estate tax situation. I can also help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment might fit with your overall investment management plan.

Legacy Planning

Everyone should consider doing some estate planning, no matter how large or small your estate might be. However, estate planning can be a difficult process and can bring some emotional issues to light. Should you choose to put off proper planning now, it could cost your loved ones later. Estate taxes can devour the value of the estate that is intended for your heirs. Proper planning can eliminate this worry. I can help you develop a plan to maximize the amount you leave to your heirs and minimize the amount you leave to Uncle Sam.

Additional Services

• Mutual Funds
  
• Bonds
  
• Annuities
  
• Life Insurance
  
• Long-Term Care
  
• Business Banking
  
• Stocks
  
• Roth IRAs
  
• Rollovers
  
• IRAs
  
• SEPs
  
• SIMPLEs