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Services Provided



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

We provide assistance in the following areas:

  • Tax-advantaged investment strategies
  • Investment management
  • Retirement strategies
  • Estate conservation strategies
  • Insurance and annuity products
  • Financial Planning Strategies

For more information about my firm and the services I offer, send me a quick email or call my office. I would welcome the opportunity to speak with you. |  425-615-7809