Broker Check

My Services

As a financial professional, my job is to help you to take control of your financial life and achieve your financial goals. I can help you to develop a financial plan that takes into account your entire financial situation and goals or provide a missing product or service.

Here is a partial list of the services and products I offer:

1. Customized financial planning.

Using information provided by you, we will develop a financial plan aimed at achieving your financial goals. We will use a variety of products to work towards reaching your goals depending on what stage in your financial life you and your family are in. We will take into account:

Your income and expected future income.

Your current assets.

Your current liabilities.

Potential future assets or liabilities.

Future income sources (Social Security, 401K’s, Pensions, etc.)

You level of risk tolerance.

Input from your accountant and attorney.

All of your financial Goals such as:

  • Providing for the education of your children or grandchildren.
  • Retirement income levels
  • Vacation or retirement homes.
  • Travel.
  • Home improvements etc.
  • Any other goals you may have.

Once completed, we will review your plan at least once per year, determine if your goals have changed, review its progress and make any changes needed.

2. Financial planning to help you achieve a particular goal or goals.

3. Help you understand your Social Security benefit claiming options.

4. Help you understand Medicare and additional options such as Medicare Prescription Drug Plans (Part D Plans), Medicare Advantage Plans (MA or MAPD Plans), and Medicare Supplement Plans.

5. Help you select investment options available in your employer retirement plan and help you understand your options when you retire or change employers.

6. Help you determine the amount and type of life insurance you may need to help protect your family’s future.

7. Help you decide if an annuity is a good option for accumulating assets for your retirement and/or providing income in retirement.

8. Help you to establish brokerage and trust accounts for your own investments, retirement, college funding or other purposes.

9. Advise you in selecting stocks, bonds, and mutual funds.

10. Help you determine if Long Term Care Insurance, Final Expense Insurance and other insurance products should be part of your financial plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  715-732-9955 x213