Wealth Management

  • Advisory Services, fee based or commission
  • 401K, 403b, deferred comp, pension rollovers

Financial Planning

  • Retirement/Wealth Portfolios
  • Financial Plans
  • Risk/Reward Analysis
  • College Funding


  • Stocks, bonds, mutual funds, REITS, variable, 401k's, ETF's (Exchange Traded Funds)


  • Life, Long Term Care, Annuities

Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.

Tax Planning / Preparation

  • Integrated with Wealth Management
  • Tax Efficiency Strategies
  • Pro Active Planning

Estate Planning

  • Legacy Planning (IRAs, 401Ks, 403Bs, Deferred Comp)
  • Probate Avoidance and Trusts
  • Simple Wills/ Power of Attorney/ Medical Directives 
  • Business/Succession Planning

 Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.