There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial security advice to help you choose only those products that meet your current and future goals.
I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.
Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.
For employers, I can offer advice on savings and pension plans.
Product Solutions include:
- 401 (k) retirement plans and Individual Retirement Accounts
- 529 College Savings Plans
- 457(b) Plans
- 403(b) Plans
- 401(k) Plans
- Simple and SEP IRA's
- Roth and Traditional IRA's
- Corporate and Municipal Bonds
- Indiana's New CollegeChoice CD 529 Savings Plan
- Money Market Accounts
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.
Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.
- Term Life Insurance
- Permanant Life Insurance
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.