I specialize in helping individuals develop sound retirement strategies.
I offer personalized, hands-on service, and am dedicated to educating my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. My focus is on money management, as well as other issues that are critical to your financial well being.
Financial Planning
Gain clarity into your financial situation with a thorough financial plan.
I will help you reach your life goals and maintain financial independence through:
- HOLISTIC financial planning
- SAVING for the future
- RETIREMENT planning
- ESTATE strategies
- EDUCATION savings
- RISK management
Investment Management
I can offer portfolio management for clients who prefer a professional to oversee, monitor, and manage their investments so they can focus on living their life. This is a personalized approach to investing with a portfolio tailored to your particular goals and risk tolerances.
I strive to maximize your potential for growth with:
- STRATEGIC asset management
- MANAGING for upside potential
- DEFENSIVE strategies for downside protection
- DIVERSIFIED assets
*Diversification does not guarantee a profit or protect against a loss.
Medicare Consulting
I can help answer all of your questions and steer you in the right direction so you can rest assured that you're making the right choices about your Medicare plan and Medicare supplemental plans. I will also help you understand your Medicare costs and assist you with your Medicare enrollment.
LOOKING FOR A MEDICARE PLAN?
NEED A BETTER MEDICARE PLAN?
TIME TO CHANGE MEDICARE PLANS?
I'm dedicated to helping you make the right choice about your Medicare plan at no additional cost to you.
Medicare services are not offered through, or supervised by, The Lincoln Investment Companies.
Employer Retirement Plans
I specialize in retirement plans for employees of public schools and offer retirement plans for a variety of businesses through Lincoln Investment:
NON-PROFIT PLANS
- 403(b)
- 457
- SIMPLE IRA
- SEP
FOR-PROFIT PLANS
- 401(K)
- SEP
- SIMPLE IRA
Insurance Needs
Insurance can be an important component of your overall financial strategy. While its primary purpose is often protection, insurance coverage can offer additional benefits:
- Cash to your estate to pay debts, taxes or other expenses
- Wealth and legacy transfer strategies
- Asset accumulation and distribution strategies
As you seek to build financial security for yourself and your family, you may want to consider the following options:
- Term and Permanent Life Insurance
- Long-Term Care Insurance
- Medicare Supplemental Insurance
- Disability Income Insurance
- Group Life and Disability Insurance
College Savings Strategies
Paying for college has never been easy, particularly for families with competing financial goals. Several different types of college savings plans are available, each with its own rules, benefits and drawbacks. I can help you make sense of your choices, and devise a strategy utilizing the option or options that may best suit your situation and goals
I can help you:
- Develop a comprehensive college savings strategy
- Understand how each savings plan can affect financial aid eligibility
- Determine tax benefits and consequences
- Review estate planning considerations
- Transfer assets between eligible plans
- Avoid potential penalties
- Outline qualified education expenses