How I Can Help You Financially ...

I can help you:

Manage your current income tax burden.

Develop a simple, coherent savings and investment program that allows your money to work for you and strive to stay ahead of inflation.

Coordinate and maximize insurance coverage.

Utilize life insurance coverage as a retirement or estate-planning vehicle.

Maximize options under existing retirement and savings plans to target higher income.

Ensure that at your death your property will be left to the people and/or organizations you desire and not be liquidated to pay taxes or distributed according to rigid estate laws.

Areas of Expertise ...

Tax Planning:

Keogh Plans

Individual Retirement Accounts (IRAs)

SEP-IRAs

Tax-Deferred Annuities

Tax-Free Investments

Personal Financial Planning:

Fee-Based Financial Planning

Individual Retirement Planning and Funding

Estate Planning

College Funding

Mutual Funds

Full Stock and Bond Trading

Income Tax Planning

Business Financial Planning:

Employee Benefits (including group health and dental)

Business Continuation (buy/sell agreements: death and disability)

Corporate Pension Plans: 401(k) plans

Cafeteria Plans

Risk Management:

Life Insurance

Mortgage Protection Plans

Disability Income Insurance

Group and Individual Medical Insurance