Broker Check

Products & Services

Tax Planning

  • Tax Planning - I don't care who does your taxes.  I want to reduce your taxes.
  • Tax Minimization Strategies: paying less in taxes today
  • Tax Optimization Strategies: paying less in taxes over the lifetime or lifetimes

Investments and Related Services

  • Fee-based Asset Management with:
    • Actively managed mutual funds
    • Index funds
    • Blend of actively managed and index funds
  • Brokerage Accounts
    • Stocks
    • Bonds
    • U.S. Treasuries
    • REITs
  • Alternative Investments

Personal Financial Planning Services

  • IRAs - Traditional, Roth and Beneficiary
  • 401(k) Rollovers
  • Retirement Planning
  • 529 Education Savings Plans
  • Estate Planning
  • Charitable Planning

Business, Trust and Estate Planning

  • Non-qualified Plans
    • Deferred Compensation (Section 409A)
    • SERP
    • Section 162 Bonus Plan
    • Split Dollar
  • Qualified Retirement Plans
    • 401(k) Profit Sharing
    • Pension: 
      • Cash Balance
      • Defined Benefit
    • Simplified Employer Pension (SEP)
  • Business Planning
    • Buy/sell Agreements
    • Key Person Insurance
    • Business Overhead Expense Disability Insurance
  • Trust and Estate Planning
    • Living Trusts
    • Irrevocable Trusts
    • Charitable Trusts
    • Estates

Insurance for Individuals

  • Annuities - fixed, variable, indexed
  • Life - term and permanent
  • Disability Personal Income Replacement
  • Long Term Care (LTC)
  • Life / Long Term Care Combination