There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Retirement planning
  • Qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • Employee Pension Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits
 

Individual Investors

I am a fiduciary to individual investors, working solely in their best interest, free from conflict of interest providing highly individualized advice on an ongoing basis. The relationship is the most important component to me. I meet with investors to discuss all aspects of their current situation
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401(k) Plan Fiduciary

I deliver a total service package that addresses all the employer’s needs. I am a fiduciary to 401(k) and 403(b) plans and handle all the fiduciary responsibilities: Fund selection Ongoing quarterly monitoring of funds Fee benchmarking Compliance oversight Plan design More importantly, I become the
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