Broker Check

PERSONAL STRATEGIES

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Financial Resources Services

  • Life & Disability Income Insurance Needs
  • Long Term Care Insurance
  • Review of Savings and Investments
  • Budgeting and Cash Flow Study

Retirement Products & Services

  • (IRA’s) Individual Retirement Accounts (Roth / Traditional)
  • Fixed and Variable Annuities
  • Retirement Needs Review
  • SEP Plan

Tuition Funding

  • 529 Plans* / UGMA’s
  • College Funding Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investment Products

Estate Planning

  • Estate Preservation
  • Tax Reduction Strategies
  • Charitable Giving

Employee Benefits

  • Health Insurance (Trad., HAS, HRA.)
  • Group Life
  • Group Dental
  • Group Disability (STD & LTD)
  • 401(K) Plans & Pension and Simple IRA’s
  • Non-Qualified Retirement Programs
  • Payroll Deduction Plans