• Stocks and Individual Bonds
• Mutual Funds, Exchange Traded Funds
• IRA’s, 401(k) Plans, 403(b) Plans, and 529 Plans
• 401(k) Investment Advice
• Pension Maximization Alternatives
• Personal Support for Wills and/or Trust Planning
• Preservation of Assets for Heirs
• Investment Strategies to Reduce Income Tax Liability
• Charitable Giving Strategies
• Insurance Planning: Medicare Supplement, Long-term Care, Life, Accident, Health, Credit and more…