A Profile of My Services
FINANCIAL PLANNING
- Investment Tax Strategies
- Cash Flow Analysis
- Retirement Planning
- Retirement Planning
- Estate Planning
- Business Planning
- Insurance Planning
EDUCATION FUNDING
- 529 College Savings Plan
- Coverdell ESA
- Gift/Transfer to Minors Accounts
- Coogan Accounts
MUTUAL FUNDS
INVESTMENTS
SEMINARS & WORKSHOPS
ANNUITIES
- Variable Annuities
- Fixed Annuities
- Immediate & Income Annuities
RETIREMENT PLANS
- IRAs: Traditional & Roth
- IRA Rollovers
- Keogh Plans
- 403(b) TSA Plans
- SEP IRAs, SIMPLE IRAs
- 401(k) Plans, 457 Plans
- Profit Sharing, Pensions
- Defined Benefit Plans
INSURANCE
- Term Life
- Universal Life
- Second to Die
- Single Premium
- Long Term Care
- Disability
- Business Insurance
- Medicare Supplement
08/18