Broker Check

Areas of Expertise

Qualified Retirement Plans

  • 401(k) Plans
  • Profit Sharing Plans – age-based, new comparability, etc.
  • 403(b) Plans
  • Money Purchase Plans
  • Defined Benefit Plans
  • Target Benefit Plans

Non-Qualified Deferred Compensation Plans
Employee Benefits

  • Education Seminars/Workshops
  • Group Life
  • Group Disability
  • Cafeteria Plans

Financial Planning for Businesses**

  • Key Person Planning
  • Buy/Sell Arrangements
  • Business Insurances

Financial Planning for Individuals**

  • Asset Allocation
  • Education Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning