Services

While developing a customized financial program, I will walk you through a step-by-step process that, I hope, will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a financial program utilizing the following products and services:

• Insurance and annuity products
• Investment management*
• Retirement strategies
• Estate conservation strategies
• Tax reduction strategies

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc.