Products & Services:
Interested in a Free Financial Plan?
Registered Investment Advisor (Fee Based):
- Provides information for decision making pertaining to individual financial matters as well as actively managing accounts.
Consultant Providing Counseling Services to Small Businesses (Fee Based):
- Researches, evaluates and recommends retirement plans (401k, 403b, SEP-IRA, SIMPLE-IRA), defined benefit plans, health plans, disability plans, etc.
Lending Consultant (Fee Based):
- Assists clients with commercial and residential financings and setting up Pledge Asset Lines (PALs).