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Products & Services

There are a wide range of products and services offered to meet my clients' needs:

Personal Planning Strategies

  • Life Insurance

  • Disability Income Insurance *

  • Long-Term Care Insurance *

  • Auto & Homeowners Insurance *

  • Variable and Fixed Annuities

  • Investments

  • Mutual Funds

  • Money Market Accounts

  • CDs **

  • 529 Plans & Education Planning Strategies

  • Estate Planning Strategies

Business Planning Strategies

  • 401(k)/SIMPLE IRA/SEP IRA/Profit Sharing/403(b)/Section    162 Bonus Plans

  • Group Health Benefits

  • Executive Bonus Plans

  • Group Life Insurance

  • Group Disability Income Insurance

  • Key Person Insurance

  • Buy/Sell & Cross-Purchase Arrangements

  • Business Transfer Planning Strategies

  • Business Strategies & Valuation

*Availability varies by carrier and state

**Offered through the Command Brokerage Platform

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