Protection

Principal Protected Products

Generally, products in this section are free from Principal risk and provide guarantees either provided by the Federal Deposit Insurance Corporation or the backing and financial strength of the issuing insurer.

Examples offered include:

Certificates of Deposit

Equity-linked CD's

IUL (LIRPs)

Immediate annuities SPIAs

Multi-Year Guaranteed annuities

Fixed Indexed annuities

Traditional fixed annuities

About Us

I provide a range of financial services and advice to help you make the most of your money. I specialize in providing retirement income and comprehensive tax planning tailored to your individual needs.

We Offer Services in These Areas:

Wealth Management Retirement Planning

Customized Portfolios Long-Term Care Quotes Capital Preservation Wealth Transfer Death Settlement Assistance

Fixed and Fixed Index Annuities Social Security Planning Tax Efficient Strategies Attorney/Estate Planning Documents Medicare Solutions CPA Resources Small Business Employee Benefits

Income Stream Planning 401(k) or Other Pension Plan Rollovers Life Insurance Quotes Risk/Cost Analysis on Investments Trust Funding Securities Team Approach

Protection

Principal Protected Products

Examples offered include:

About Us

We Offer Services in These Areas:

Menu