Our Services

Through my association with National Planning Corporation (NPC) I have access to a diverse array of financial products.  NPC has no proprietary products of its own.  This means I am not constrained by any corporate influences and I am free to make available those products and services that can best meet the needs of my clients.  Ultimately, I strive to provide some of the most appropriate vehicles to meet our client's financial goals.

In addition, I am separately licensed as a fully independent Life, Health, Disability, and Long-Term Care Insurance Agent. (California Insurance License #0E16649, Maryland Insurance License #NPI99904984, Hawaii Insurance License #367989) I have access to competitive insurance products to use as the risk management piece of an overall plan.

Retirement Planning

  • IRA's: Traditional, Roth, Simple, SEP
  • 403Bs
  • 457 plans
  • 401K plans
  • Individual 401K, KEOGH
  • Defined Benefit/Profit Sharing Plans

Investment Planning

  • Managed Accounts *
  • Mutual Funds *
  • Stocks & Bonds *
  • Varible Annuities *
  • Fixed Annuities
  • Equity-Indexed Annuities
  • ETFs *

Risk Management Planning

  • Term Life
  • Universal Life
  • Whole Life
  • Variable Life *
  • Disability Insurance
  • Health Insurance
  • Long Term Care Insurance

    *Securities offered through NPC., a registered broker-dealer and Member FINRA/SIPC

College Education Planning

  • 529 Plans
  • UGMA/UTMA Accounts
  • Coverdell Education IRAs

Business Planning/Employee Benefits

  • Group Retirement Plan Design
  • Group Health Insurance
  • Group Term Life
  • Short/Long Term Disability
  • Group Long Term Care
  • Merchant Services
  • Liability Insurance/Workers Comp
  • Payroll

Business Continuation Planning

Tax Planning