I provide assistance in the following areas:
Investments
- Mutual Funds
- Brokerage Accounts
- Exchange Traded Funds (ETF's)
- Stocks
- Annuities - Fixed and Variable
- Market Value CD's
- Traditional and Roth IRA's
- 403(b)7 and 457 Deferred Compensation Plans
- 401k Plans
Financial Planning
- State of Florida Retirement Planning Strategies
- Income Strategies - deciding the order in which to take distributions from multiple investments
- Wealth Strategies
- Retirement Planning
- Social Security Optimization Strategies
- Estate Planning
Insurance
- Life Insurance
- Long Term Care Insurance
