Products & Services

Portfolio Management

• Stocks
• Bonds
• Mutual Funds
• ETFs
• Alternative Investments

Insurance

• Annuities
• Life Insurance
• Long Term Care

Financial Planning

• Retirement Income Planning
• Tax Mitigation Strategies
• Gifting & Philanthropic Planning
• Estate / Legacy Planning

Employer Sponsored Retirement Plans

• 401(k)
• 403(b)
• Pension Plan Design

Have peace of mind knowing your money stays with trusted, established institutions (“asset custodians”):
FIDELITY INVESTMENTS  •  CHARLES SCHWAB  •  CAPITAL GROUP / AMERICAN FUNDS

I’d love to hear from you!
Contact me to schedule a meeting.

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