Products & Services

I provide assistance in the following areas:

• Bonds-Corporate, Tax Free Municipal, U.S. Treasury
• Stocks & Options
• Alternate Investments
• Hedge Funds
• Non-Traded REITs
• Business Development Companies
• Bank Solutions
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• 529 Education Savings Plans
• Annuities

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance
• Business Transfer Insurance