Fee based investment management- with fees that are competitive in the market
Retirement plan setup and management
IRA's, Roth IRA's, Rollovers, Roth Conversions, 401k's, SEP-IRA's, Simple IRA's
College Funding plans- including 529 plans
Life Insurance- term, equity indexed, universal life
Annuities-variable, fixed and indexed
Hourly fee advisory and current strategy and/or portfolio review