Helping people is in my blood. Helping people build their financial future is my expertise and my passion.
I help you plan for financial risks that we all face: dying too soon, being physically or mentally unable to do your job, or living longer than expected.
Services I offer include investment and advisory planning, insurance planning, and exit strategies for business owners.
In addition, I maintain strong strategic alliances with tax and legal professionals, and also with Medicare, life, disbility and long-term care insurance planning professionals with extensive experience, and commercial and property-casualty insurance agents.
A more detailed list of what I can help you with:
Financial Planning Services - offered through Axiom Advisors, LLC, a Registered Investment Advisor: www.axiom123.com
Investment Advisory/Planning Services - offered through Cambridge Investment Research, Inc.
- Comprehensive Financial Planning
- Risk Management Assessment
- Retirement Planning Analysis
- Income Budgeting
- Education Savings Planning
- Portfolio Analysis
- Corporate & Individual Retirement Plans
- Estate & Wealth Transfer
- College Savings Accounts (529 Plans)
Insurance & Business Services
- Long Term Care Planning
- Life Insurance Planning
- Disability Income 'Paycheck Insurance' Plans
- Income & Capital Protection Strategies
- Policy Audit & Analysis
- Business Succession Planning
- Buy/Sell Agreements
- Deferred Compensation Strategies
- Key Person Coverage