Services
Services
Retirement | Accident & Life Insurance | Investment
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.

Retirement Services
- 401(k) Planning
- 403(b) Planning
- Estate Plans
- Profit Sharing Plans
- Wealth Transfer Strategies
- Define Benefit Plans
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Business Succession Planning

Accident & Life Insurance
- Term
- Variable
- Disability Plans
- Second To Die
- Long Term Care
- Universal
- Return of Premium
- Buy Sell Agreements

Investments*
- Mutual Funds
- Bonds
- Fixed Annuities
- Educational IRA
- Brokerage Accounts
- Variable Annuities
- College Plans
- Alternative Investments
*Securities offered through SagePoint Financial
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Resource Center
Retirement Planning
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Estate Planning
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Investment & Asset Management
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Tax Planning & Preparation
Understanding tax strategies can potentially help you better manage your overall tax situation.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Useful Links
We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.