SERVICES

Free consultation with a Financial Professional with over 20 years experience. 401-k consultations, IRA's: Simple, Roth - and Simplified Employee Pensions.  We represent Fidelity, Putnam, Franklin Templeton, Black Rock, American Funds, Allianz, and J.P. Morgan Chase & Co. mutual fund companies. 

 

Life Insurance for any estate plan:  Term, Indexed Universal Life, Whole Life, Variable Universal Life, Second-to-Die, Buy-Sell Agreements.

Annuities sold through Prudential, Voya, AXA, and Protective.

 

A Reason to Make Your Appointment

Make an appointment for a free consultation and leave with a Free Estate Planning Notebook. Your notebook will be useful to you and your family as you plan to leave behind a legacy.  We can prepare a comprehensive Financial Plan for you.  Contact us and we will let you know what you need to bring with you to your first appointment. 

estateplanningbook.jpg
Free Estate Planning Notebook
estateplanningquestionnaire.jpg
Estate Planning Questionnaire
Legacy Planning