4099 William Penn Highway
Jonnet Building, Suite 710
My firm specializes in helping develop sound financial planning strategies. By following the steps of the financial planning process, I help educate my clients about financial concepts and take the mystery out of investing, insurance, estate conservation, and preserving wealth. The key is understand the many challenges of retirement today and knowing that the biggest concern for many is outliving their money. I have a focus on all issues that are critical to your financial well being. Please take some time to explore the website and the wealth of information it offers.
Individual concept and comprehensive financial planning services using
Start by understanding the client's objectives. Identify and prioritize goals. Analyze client's current situation. Develop and then present specific recommendations. Implement those recommendations and then frequently review the plan while adjusting to changes in the markets and in the client's lives.
Your Life Our Plan - We work together on making your dreams a reality.
Investment strategies with mutual funds, ETFs, individual stocks and bonds to provide optimal performance as well as tax-harvesting strategies.
Traditional and Roth IRAs
Based on client's goals, we use fixed-index annuities, variable annuities or index annuities
Various uses include: creating a pension-type income stream for life, utilizing protection features and investing with complete downside protection while participating in the market.
College Savings Plans
Working with business owners to create employee retirement plans like Simple and SEP IRAs, Traditional and Roth 401Ks.
Developing protection planning using Group Disability Income Insurance and Life Insurance.
Also helping the business owner with personal retirement planning and succession planning.
Life - Cost effective term insurance and permanent insurance strategies using Universal Life and Variable Universal Life.
Disability Income - Your ability to go to work is your most valuable asset. We help you find a solution with a reputable company and suitable product features.
Long-Term Care - The best options available for Traditional and Hybrid Long-Term Care insurance from the top providers in the industry.
All insurance solutions utilize the lowest cost and most practical solutions from all of the highly rated companies in the insurance industry.
email@example.com | 412-646-2178