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Services

My approach can help you invest conservatively, reduce your exposure to taxes, and provide a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

  • Retirement planning — to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis — to keep you informed of how your investments are performing, and to make adjustments as needed
  • Variable and fixed annuities — for tax-advantaged growth potential
  • Pension & 401(k) Rollover Planning & Account Management
  • Retirement Asset Distribution Strategies
  • Senior Financial Planning — Investment Programs For Seniors

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.