INVESTMENT PLANNING

Photo by Jirapong Manustrong/iStock / Getty Images

Photo by Jirapong Manustrong/iStock / Getty Images

Most planning for the future requires investing your hard earned money so it can work for you and help you achieve your goals.  Understanding what your money is invested in and how you should invest are paramount to your success. Investment products offered include the following:

  • Common and preferred stocks

  • Bonds

  • Mutual Funds

  • ETFs

  • Variable Annuities

  • Options

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Retirement Planning

Photo by UberImages/iStock / Getty Images

Photo by UberImages/iStock / Getty Images

Most of us want to retire someday, but planning for it is another story. When you want to retire, your nest egg, what you want to do after, social security, and many more are all variables that must be carefully considered when making your plan.  Let me help you figure out if you're on the right track.

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ESTATE PLANNING

Photo by William_Potter/iStock / Getty Images

Photo by William_Potter/iStock / Getty Images

The inevitable will happen to us all, and knowing where your money will go is very important.  Sometimes it's as simply as making sure your beneficiaries are up to date.  Other times it's more complex and an attorney may need to be involved.  Whatever your situation, I'm here to help you figure it out.

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COLLEGE PLANNING

Photo by baona/iStock / Getty Images

Photo by baona/iStock / Getty Images

As parents, we want our kids to have the best chance at a bright future.  For some that means college.  529 plans are by far the most popular vehicle to save for college and have considerable tax advantages.  Contact me today to find out more.

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