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Products & Services

Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.

Just as no two people are exactly the same, I believe investment products and services should be built specifically to meet different and specialized needs. I offer investments, access to insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, I can help.

Individual Retirement Plans

Traditional, Roth and rollover IRAs offer  tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Business Retirement Plans

Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.  

Financial Planning Services

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – I can help. 

Investments

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

Advisory Programs

Gain a professional perspective – and clear direction – for your financial journey with Waddell & Reed’s Managed Allocation Portfolios and Strategic Portfolio Allocation programs. 

Insurance

Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Education Funding

Learn about the education investing options available to you, and start investing for your child’s future today. 

Gifting or Giving Strategies

Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan. 

Call me today to discuss your financial aspirations. 

Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.

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