Products & Services

Every client has thier own unique needs. I do customized financial planning for each client. As an independent financial representative I am able to provide professional financial advice on many different topics and across several financial companies.

My products and services include but are not limited to:

RETIREMENT PLANNING

When can I realistically retire? Based on current investment strategy and desired retirement age and income I will make recommendations to help meet your needs.

EDUCATION PLANNING

College costs are at all time highs and growing. There are many options to help ensure that yourself or children have the education needed to keep pace in this competitive economical environment. I will review these options with you and help you to determine the most appropriate strategy for your family.

ESTATE PLANNING

Do you want the family Inheritance left to family or Government? If your answer is family, I will work with you and your Estate Planning Attorney to make sure these strategies are properly coordinated to help ensure your assets are preserved and distributed according to your wishes.

PORTFOLIO MANAGEMENT

Is your portfolio properly invested to suit your short and long term goals? This should be looked at often. I will do a full review of current portfolio’s and give recommendations based upon your specific needs, circumstances and objectives.

LIFE INSURANCE PLANNING

How much do I need? what type of insurance will best protect my family? These are the questions I will help you to answer.

LONG TERM CARE PLANNING

I will help you determine the best approach to make sure that you are comfortable in the event you need Long term care assistance.

As a Registered Representative of Lincoln Financial Securities, I can also offer:

  • Mutual Funds
  • Stocks
  • Bonds
  • ETFs
  • Variable Life
  • Variable Annuities

NEWS & EVENTS

TBA