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PRODUCTS & SERVICES | WHAT WE OFFER

Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

INDIVIDUAL RETIREMENT PLANS

INDIVIDUAL RETIREMENT PLANS

Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

BUSINESS RETIREMENT PLANS

BUSINESS RETIREMENT PLANS

Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.

FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – I can help.

INVESTMENTS

INVESTMENTS

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

ADVISORY PROGRAMS

ADVISORY PROGRAMS

Gain a professional perspective – and clear direction – for your financial journey with Waddell & Reed’s Managed Allocation Portfolios and Strategic Portfolio Allocation programs.

INSURANCE

INSURANCE

Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

EDUCATION FUNDING

EDUCATION FUNDING

Learn about the education investing options available to you, and start investing for your child’s future today.

GIFTING OR GIVING STRATEGIES

GIFTING OR GIVING STRATEGIES

Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.

SCHEDULE A CALL WITH ME TODAY

Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances. You can schedule a call by clicking here.



(06/20)