Services

While developing a customized financial program, I will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I will help you execute a sound financial program utilizing the following products and services:

 

 

  • Financial Planning
  • Investments
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities*


 

If your need is simply to rollover an old 401k, open a Roth IRA or Traditional IRA, obtain additional life, disability, health, or long term care insurance - I can help you with those needs as well.
 


*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.