Accumulating Wealth

  • Mutual Funds
  • Annuities - Fixed, Variable, Indexed
  • Exchange Traded Funds (ETFs)
  • Managed Accounts
  • REITS - Real Estate Investments Trusts


Retirement Plans

  • Traditional/Roth IRAs
  • Simple IRAs
  • Simplified Employee Pension (SEP)
  • 401(k)
    • Roth 401(k)
    • Safe Harbor 401(k)
    • Single Person 401(k)
  • Profit Sharing and pension
  • 401Ks Rollovers
  • IRA Rollovers
  • 403(b) TSAs
  • Small Business Plans



  • Life Insurance 
    • Term
    • Whole (UL)
    • Variable
    • Universal
    • Variable Universal
  • Disability
  • Long Term Care



Tax Returns

  • Individuals
  • S-Corporation
  • LLCs
  • Small Business


401(k) Rollover Services


Changing jobs? Retiring? Recently laid off?


Selecting a distribution option for your 401(k) plan can be a critical decision.  Selecting the way you receive your distribution before evaluating all your options can be a costly mistake.


FREE 401(k) Rollover analysis offer including:

  • Exploring your distribution options
  • Avoiding the 20% withholding trap
  • Discovering how to take control of your retirement savings
  • Lean how to stretch your IRA benefits to your heirs (an option not available in a 401(k))
  • Deciding whether a rollover IRA is right for you
  • Discuss how to access your retirement assets prior to age 59 1/2- WITHOUT A PENALTY