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
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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,HI,IN,MD,MN,NC,NE,NM,NV,NY,OR,PA,SC,TX,UT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®. Member FINRA, SIPC.
CA Department of Insurance License Number: 0761225
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