Products and Services

PRODUCTS AND SERVICES We help you build financial freedom. It can start with knowing that we are here to help you attain your financial goals and dreams and help you get through life's uncertainties. It takes careful preparation and the right portfolio of financial tools to help you along the way. We can help you with...

Annuities (Fixed and Variable) 

Charitable Giving Strategies*

Disability Income Insurance

Estate Conservation Strategies*

Education Funding Strategies

IRA Consolidation/Rollovers

Long-Term Care Insurance (Long-Term Care Partnership in New York and Florida)

Mortgage Protection (through life insurance and disability income insurance)

Medicare Supplement Coverage

Pension Payout Alternatives

Pension Transfer/Rollovers

Mutual Funds

Tax Sheltered Annuities, 403(b) Plans 

Term Life Insurance

Universal Life Insurance

Variable Universal Life Insurance

Whole Life Insurance

*I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances