Mutual Funds

Working with many different fund companies and offering consultations upon request.

IRA, Roth IRA, SEP IRA, Simple IRA

See what tax advantages these vehicles have to offer you.  


Tax deferred growth or income - offering free consultations for annuities whether Variable, Fixed or Indexed.  I have found that more often than not policy holders don't know what they have or how their policy actually works.

Your old 401k

I've met people with five old 401k's that have different fee structures and investments.  Rolling over your older 401k and 403b accounts could save you money and simplify your life with one account.

College Savings Plans (529 Plans)

Investing after tax dollars into a college savings plan provides tax free withdrawals when used for qualified education expenses.