Our Services
We provide assistance in a wide range of products and services.
These include:
Financial Strategies
- Financial and Retirement Reviews
- Retirement Planning Strategies
- 401(k) and 403(b) Review and Rollovers
- College Savings Plans
- Investment Strategies
Investments
- Variable Annuities
- Fixed Annuities
- Equity Index Annuities
- Mutual Funds
- Managed Portfolios
- REIT’s (Real Estate Investment Trusts)
- Brokerage Accounts
- 529 Plans
- Coverdell Savings Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Individual 401(k)
Insurance
- Medicare Supplements, Advantage Plans and Cost Plans
***Please note: Beginning January 1, 2021 I will no longer offer individual and family health insurance, group health insurance, life insurance, dental and vision insurance, long term care insurance and disability insurance.
Through our affiliation with Larsen Insurance Agency:
- Home/Auto Insurance
- Commercial Insurance
- Renters Insurance