Individuals and Families:
I am passionate about working with clients to help them meet their financial needs and plan for the future. We work together to design a personalized financial plan based on their life goals and entire financial picture including cash reserves, investments, protection, taxes.
I offer a broad range of financial products and services including my comprehensive financial planning approach, mutual funds, annuities, certificates, insurance, as well as full service brokerage.
I am licensed in MI, AZ, CA, FL, IL, IN, MD, PA.
Revenue opportunity programs:
- Community Connections: donations and fundraising opportunities (non-profit), business services and gift cards (for-profit).
- Professional Alliances: CPAs, tax professionals, attorneys, P&C insurance agents, and sports agents.
- Retirement Plans: Defined Contributions, Defined Benefits, IRA-based.
- Workplace Financial Education.
- Group College Savings Plan.