Our Services

Individual Securities Private Accounts - You can have your individual stock or bond account professionally managed by a financial professional. It can be accomplished through a brokerage account, IRA, or your 401k account at work.

Retirement Plans – As a business owner we can set up your corporate retirement plan which enables you to save a tremendous amount on your Corporate Tax Return. In addition, it helps you recruit and retain the best employees available by offering a Customized Benefits Package. If you already have a retirement plan we can provide you with a complete review of your current plan to make sure it is compliant with all ERISA laws as well as provide a comparison of your fund choices versus the appropriate bench marks.

Retirement Planning – I help to develop a Retirement Strategy for you using all the recently released retirement software. 

College Planning – I help you establish savings accounts which may grow tax free for your children’s, grandchildren’s, nieces’, and nephews’ College Education. Education is something no one can ever take away from them!

Financial Planning – I can develop a Customized Financial Plan for you. This involves on ongoing plan that will take you through all of life’s changes. 

Estate Planning – I can help you review your wills and trusts to make sure they are up to date. We can also refer you to an attorney who can help you create one. If you use one of our referred attorneys, you will receive your initial consultation for free.

Tax Planning – I can develop tax strategies to help save you money on your taxes both individually and corporately. We can show you how a self employed business owner can save up to $45,000 per year against their Adjustable Gross Income by establishing a self employed pension plan.
 
Insurance – I provide health and life insurance for individuals. We can also set up a health and dental plan for your business. We help business owners with such things as Key Man Insurance as well as Buy-Sell Agreements.
 
Private Asset Management – I provide you with your own Private Money Managers who will manage your investment accounts. They will manage your account exclusively. 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck