Professional Specialties

Professional Experience
Personal and Business Insurance and Financial Services

  • Long-Term Care Insurance
  • Life Insurance: Term, Variable and Universal
  • Disability Income Insurance: Individual and Group
  • Retirement Funding and Developing Income Strategies
  • Personal Financial Analysis
  • College Funding Strategies
  • Business Succession Strategies
  • Wealth Management
  • Estate Planning Strategies
  • Retirement Plans-401(k), 403(b), 457, SEP and Simple IRAs
  • Employee Benefit plans 
  • Tax Strategies:  Tax Free, Tax Deferred, Tax Deductions, Tax Sheltered