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Products & Services

The number of financial products on the market grows every day. So too does their complexity. Choosing the right one can be a daunting task. Once I understand you and what your needs and wants are, I can make suggestions that we can discuss which address your unique situation. Some of the products and services I offer or work with:

Services

  • Retirement Income Planning
  • Financial Needs Analysis 
  • Insurance Needs Analysis
  • Investment Portfolio Review
  • PERS and Pension Income Options
  • Tax Sheltered Investing

IRAs

  • Inheritance IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Traditional IRAs

Investments

  • Annuities (fixed and variable)
  • Mutual Funds (various stock, bonds, international, etc.)

Insurance

  • Disability
  • Permanent Life (Variable, Universal)
  • Term Life