RISK MANAGEMENT

Without insurance protection, a lifetime of savings could be consumed by housing, medical, and other living expenses.
To protect you, your family, or your business, I provide:

  • Life Insurance (Term, Universal, Variable Universal)
  • Disability Insurance
  • Long-Term Care Insurance

INVESTMENT MANAGEMENT

Investments don’t need to be confusing or intimidating. If you don’t understand what you’re investing in or why, you put yourself at risk. I provide straightforward, fee-based investment choices, including socially responsible and faith-directed options, for your:

  • IRAs (including Simple IRAs and SEPs)
  • Taxable brokerage accounts
  • Qualified Retirement Plans (401k, 403b)
  • Annuities (Fixed and Variable)

FINANCIAL PLANNING

At the core of most financially successful lifestyles, retirements, and legacies lies a financial plan. I offer both modular (such as insurance planning, succession planning for businesses, and college planning) as well as comprehensive fee-based financial planning.

I’ll work with your legal and accounting advisors on tax management strategies, estate conservation, and planned giving.

My firm has a relationship with a variety of financial services companies, attorneys, and tax experts, so if I don’t have a product or service, I’ll refer you to a trusted provider who does.