My Mission
When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through Equitable Advisors, LLCs and its affiliates, can help you plan for -- and build -- your financial future.
My professional focus is helping companies set up and service qualified retirement plans for employees. My focus on retirement planning also enables me to help business owners and top executives develop their own personal retirement strategies. Whether it's choosing an IRA, a Roth IRA, a non-qualified annuity or other retirement savings vehicles, my experience can help create plans to address a wide-variety of retirement planning goals.
My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.
Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:
- Fee-Based Financial Planning
- Retirement Planning
- Business Planning
- Fixed and Variable Annuities
- Variable and Traditional Life Insurance
- Disability Income and Other Insurance
- Long-Term Care Insurance
- 401(k) and other Company Sponsored Plans
- 403(b) Plans
- Asset Management Accounts
- Traditional and Roth IRAs
- Brokerage Accounts
- 529 Plans
- Deferred Compensation Programs
- Buy-Sell Plans
- Non-Qualified Retirement Plans
- Asset Allocation Strategies
Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.
Thanks for visiting.