Account Types and Products
I have decades of experience in designing personalized financial and estate plans. We can help you create, enhance and distribute wealth throughout your lifetime.
ACCOUNT TYPES
Taxable:
- Joint
- Individual
- Custodial
Tax Deferred:
- IRA/Rollover IRA
- Roth IRA
- SEP/SIMPLE
- 401(k)/Profit Sharing
- 403(b)
- 529 College Plans
PRODUCTS
Investments:
- Stocks
- Bonds
- Retirement Plans
- 401K
- 403B
- Simple IRA/ Sep IRA/ Roth IRA/ IRA
- Mutual Funds - Please contact us if you are interested in any of the following funds:
- American Funds
- Eaton Vance
- Franklin Templeton Funds
- Lord Abbett
- Oppenheimer Funds
- Putnam Funds
- Franklin Templeton Funds
- Real Estate Investment Trusts- Please contact us to discuss REITs
- Inland Real Estate Corporation
- Wells REIT
Insurance:
- Term Life
- Fixed and Variable Annuities
Based on our discussions concerning your financial objectives, risk tolerance and resources, we will develop a customized portfolio that makes you feel confident about your decisions.