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.