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Services

Comprehensive Planning for All Professionals

 I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. I focus on money management, as well as other issues that are critical to your financial well being.

Personal Finance

Personal Finance

An Introduction To Budgeting

Life Cycle Planning

Selling Your Home

The Time Value Of Money

Year End Financial Strategy

Your Personal Financial Statements

 

Estate Preservation & Financial Strategy

Estate Preservation & Financial Strategy

Introduction to Personal Finance

Introduction to Retirement Planning

Charitable Remainder Trusts

Introduction to Estate Preservation

Annuity Basics

A Will That Meets Your Needs

Gift Giving Strategies

Use Of Living Trusts

 

Life, Health & Disability Insurance

Life, Health & Disability Insurance

Life Insurance Basics

Introduction to Health Insurance

Permanent Life Insurance

Implementing A Cafeteria Plan

Introduction to Disability Insurance

Disability Statistics

 

Long-Term Care Insurance

Long-Term Care Insurance

Introduction to Long-Term Care Insurance

Understanding Long Term Care Insurance

Small Business

Small Business

Choosing A Business Continuation Plan

Loss Of A Key Employee

Managing Your Assets

Implementing A Cafeteria Plan

 

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