Services Offered
As an independent Wealth Manager, I am able to offer a variety of account types and investments. Below you will see a brief description of some options.
Account Types
Advisory or Separate Managed: Fee-based account; fee is collected quarterly or monthly as a percentage of account value. More than 400 institutional money manager available. Minimum advisory account balances start at $10,000.
Traditional Brokerage: Transaction fee account; fee(s) charged can vary with transaction and the investment purchased - at the time of purchase or sale.
Investments
Retirement Planning
Retirement Planning
- Equities
- Mutual Funds
- ETFs
- .UITs
Retirement Planning
Retirement Planning
Retirement Planning
Individual:
- IRAs
- Roth IRAs
Business:
- 401k, 403, 457, SoloK
- SEP, SIMPLE IRAs
- Profit Sharing
- ESOP
- Defined Benefit
Insurance
Retirement Planning
Fixed Income
Term
Indexed Universal Life (IUL)
Guaranteed Universal Life (GUL)
Universal Life (UL)
Variable Universal Life (VUL)
Whole Life
Fixed Income
Education Savings
Fixed Income
- Government Bond
- Corporate Bonds
- Municipal Bonds
- Certificates of Deposit (CDs)
Education Savings
Education Savings
Education Savings
- 529 Plans
Annuities
Education Savings
Education Savings
- Variable
- Fixed
- Immediate