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