Products & Services

I provide assistance in the following areas:

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Personal accounts
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Advisory Variable Annuity

Financial Planning

Retirement Plans
Education Plans
Estate Plans
Major Purchase Planning
Tax planning

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance