Strategies

While I realize each individual's needs and suitability are unique, many people have objectives that are similar. Whether to ensure you have the income you need today, funds for college education for your children or planning for retirement tomorrow, it is important to provide a full range of services to address your specific goals. I believe in providing the most comprehensive and personal service available and offer the following:

Services

Money Market Funds

Certificates of Deposits

Brokerage Accounts

Individual Stocks

Individual Bonds -  Corporate US & Foreign

Fixed Income-Government-Corporate-Municipal Bonds-Zero Coupons

Unit Investment Trusts

Equity Mutual Funds

Global Flexible Allocation funds

Alternative Mutual Funds*

Variable and Fixed Annuities

Exchange Traded Funds- ETF’s

Limited Partnerships*

Direct Participation Programs*

*Available to accredited investors only

Tax Qualified Retirement

Corporate Profit Sharing

Traditional IRA's

Roth IRA's

Pension Rollovers

Individual Retirement

Tax Sheltered Annuities

Corporate Pensions

Financial Strategies

Current Income Needs

College Education Funding

Retirement Planning Strategies

Business Analysis

Life insurance

Long Term Care

Post Life Planning