Our Services

When developing a customized financial program, I walk clients through a step-by-step process that is designed to make them feel confident in their decisions.

Once goals have been established, appropriate strategies are customized to suit each client's vision and objectives. I help clients execute a sound financial plan utilizing the following products and services:

 

 

 

Investments

  • Corporate and Municipal Bonds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Investment Planning

  • Risk Management
  • Investment Management & Planning
  • Tax-reduction strategies
  • Retirement Planning & Preparation
  • Estate Planning and Preservation
  • Charitable Giving
  • Asset Protection Planning
  • Real Estate Planning

 

Insurance

  • Life Insurance
  • Long-Term Care Insurance

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and MSC Wealth Management are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.