Investments (stocks, bonds, mutual funds...)
401(k) rollover
IRA's
Roth IRA's
Annuities
College Saving Plans
Life Insurance
Health Insurance
Disability Insurance
Business Group Benefits:
401(k) plans
SEP IRA
Simple IRA
Group Health Insurance
Life Insurance, Health Insurance & Investments
Think about this when you think ahead in planning your life:
"There is going to come a time in your life where you will either say...I wish I had or I'm glad I did" - Zig Ziglar
I currently hold the following licenses:
- Series 7* (general securities license)
- Series 66* (combined state and federal law license pertaining to the investment of securities)
- Life Insurance
- Health Insurance
- Fixed and Variable Annuities
* securities licenses are held with Invest Financial
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered investment advisor and affiliated insurance agencies.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
