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Products & Services

There are a wide range of products and services offered to help 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

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

  • Insurance Planning

  • Small Business Startup Planning

*Availability varies by carrier and state

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