Areas of Focus

Areas of Focus

  • Financial Planning
  • Wealth Management Services
  • Comprehensive Retirement Funding & Income Strategies
  • Business Sccession Planning
  • Mortgage Protection(through life insurance and disability income insurance)
  • Health Insurance and Health Savings Accounts
  • Estate Planning Strategies
  • Education Funding Strategies
  • Group Benefits Plans for Business Owners
  • Charitable Giving Strategies
  • Pension Transfer, Rollovers, & Distributions
  • Pensions Payout Alternatives
  • Mutual Funds and Exchange Traded Funds
  • Stocks, Bonds, Structured products, REITs, BDCs

For an individual health insurance quote through United Health Care, click here.