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  • Fee-Based Advisory Accounts
  • 403b: Consolidate to am IRA
  • FRS: DROP, Investment Plan & Bencor Options
  • 401k: Consolidate from previous employers
  • Investment Portfolio Review
  • Roth IRAs
  • IRAs
  • Open a Self Employed Pension [SEP IRA], Roth IRA & IRA
  • Mutual Funds
  • Transfer on Death & Non-Qualified Accounts
  • Retirement Planning Strategies
  • Life Insurance
  • College 529 Savings Plans
  • Variable and Fixed Annuity Options
  • Wealth Protection Strategies
  • Estate & Medicaid Needs Discussion
  • Widows in Transition
  • Family Generational Inheritance Strategies
  • Long Term Care Coverage


    Your Money, Your Plan!

    When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.