Not everyone shares the same desires and needs. I find it very important to make sure everyone will get the products and services that will best match their goals. Everyone I sit down with, whether family or individual, receives a complementary financial needs analysis. My goal is to give the greatest possible service with the best, most affordable products available.
- Life Insurance
- Individual Retirement Accounts
- Employer Sponsored Retirement Plans
- 401(k)
- 403(b)
- 457(b)
- SIMPLE IRA and more
- College Savings Plans
- 529 College Savings
- Coverdell ESAs
- Wealth Transfer
- Long Term Care
- Life insurance rider option as well as individual products available
- Disability
- Short Term
- Long Term
- Annuities
- Fixed
- Variable
- Indexed
S.T.J. Advising 