Financial Planning

• Retirement Planning
• 401(k) Planning
• Legacy Planning
• Tax Planning
• College Planning
• Estate Planning
• Income Planning

Investments

• Bonds
• Common Stock
• Mutual Funds and ETFs
• Traditional and Educational IRAs
• Roth, Simple, and SEP IRAs
• Real Estate Investment Trusts (REITs)
• Brokerage and Managed Accounts
• Government Securities
• Fixed and Variable Annuities
• Alternative Investments