Services

Investment Management

As a registered investment adviser, I am held to the highest standard, the fiduciary standard, where the goals of my clients are unique and they have a need for different types of products and services; in other words, they come first, before the advisor and any company.

Income Planning

I will help you plan for an indefinite period of time with a set amount of funds by creating a predictable and sustainable income stream that won’t fluctuate and may be guaranteed to last throughout retirement.  This may potentially offset inflation and help protect your principal from losses. I can also help navigate your Social Security and Pension options.

Guarantees provided are based on the claims paying ability of the issuing company.

Healthcare Planning

Understanding the healthcare system can be overwhelming, whether you are trying to retire before Medicare, on Medicare, or concerned about the high costs of Long-Term Care, I will take the time to help ensure that you know your options, and create a plan that matches your health and budget.

Risk Management & Legacy Planning

Life Insurance, estate, tax, and real estate planning. Along with your tax and legal advisors, I will assist in assessing your tax situation regarding income, estate, capital gains, required minimum distributions during retirement, as well as when passing on your wealth to future generations and charities.