Personal Solutions

I offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.

Financial Resource Services

• Life & Disability Income Insurance Needs
• Review of Savings and Investments
• Retirement Income Needs
• Budgeting and Cash Flow Study

Retirement Products & Services

• Individual Retirement Accounts (IRAs)
• Fixed and Variable Annuities
• Retirement Needs Review
• Long Term Care Insurance

Tuition Funding Programs

• College Costs Analysis
• Insurance and Investment Products

Investment Products

• Mutual Funds
• Unit Investment Trusts
• Variable Annuities

Estate Planning

• Estate Preservation
• Tax Reduction Strategies
• Charitable Giving