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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.