Broker Check

Products & Services

Investments

  • ETFs
  • Mutual Funds
  • Bonds, (Corporate and Municipal), Laddered Bond Portfolios
  • Common Stock, Preferred Stock
  • Structured Notes
  • REITs
  • Treasury Bills, Treasury Notes, Government Securities
  • Futures

Financial Planning

  • Financial Second Opinions
  • Retirement Plans
  • Retirement Distribution Income Planning
  • Tax Reduction Strategies
  • 401(k) and 403(b) Planning
  • Education Funding
  • Legacy Planning
  • Charitable Gifting Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Account Types

  • Managed Accounts, Personal Money Managers
  • Variable, Fixed and Indexed Annuities
  • Traditional, Roth, SEP and Simple IRAs, Nondeductible, Self-Directed, Spousal
  • Brokerage Accounts
  • Educational & Coverdell IRAs

Insurance

  • Life Insurance
  • Long-term Care Insurance
  • Hybrid Policies
  • Disability Income Insurance