Broker Check

Personal Solutions

Financial Resource Analysis

  • Life & Disability Income Insurance Needs
  • Analysis of Savings and Investments
  • Retirement Income Needs
  • Budgeting and Cash Flow Study
  • 401K and Pension Review

Retirement Planning

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

Tuition Funding Programs

  • College Costs Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investment Plans

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Estate Analysis

  • Hypothetical Probate Analysis
  • Tax Reduction Strategies
  • Charitable Giving
  • Legacy Planning
  • Generational Wealth

Special Care

  • Create a Life Care Plan
  • Understand the financial and legal issues in special needs planning
  • Protect future eligibility for government benefits
  • Access local organizations and advocacy groups
  • Determine how much money is needed to provide for lifetime quality care
  • Determine funding options for special needs trusts