Investments & Services
Wealth Management & Retirement Strategies
Discuss options and implement strategies
to help reach your financial goals.
401k Rollover
Know your options
Equity Investments
Common stocks
Preferred Stocks
ETFs
Mutual Funds
Types of Accounts
Brokerage Account vs. Fee-based Account
Joint Account, Custodial Account
Traditional IRAs/Roth IRAs,
SEP IRAs
SIMPLE IRAs
Dividend & Income Reinvestment
Discuss options that best suit your portfolio.
Fixed Income Investments
Taxable/Tax-Free Options
Bonds, Corporate, Municipal, Treasuries,
CDs, Mortgage-backed securities, Unit Investment Trust
Portfolio & Retirement Plan Reviews
Semi-Annual/Annual Reviews
Portfolio Rebalancing
Performance and cost basis details
College Savings Accounts
Discuss on setting up a college savings account and what expenses it covers.
529/Coverdell
Systematic Investing
Dollar Cost Averaging
Value Averaging
Insurance
Permanent
Term
Long-Term Care
Let’s Talk.
Let’s review your financial goals
and optimize your path to reach them.