All Types of Investments

• Private Wealth Management
• ​Fee Based Advisor Service
• Stock, Bonds, Real Estate, Gold, Silver, Structured Notes
• 401k, 403a, 403b, 457, TSP ... Roll Over Specialist
• IRA & Roth IRA
• Roth Conversions
• Independent Insurance Broker
• Annuities, Life Insurance 
• Asset Base Long Term Care
• Social Security Education - Planning
• ​Medicare Supplements, Advantage & Drug Plans
• Federal Employee Advocate
• Experienced with CSRS, FERS, and TSP
• College Funding Solutions
• Educational Seminars and Webinars - check listing.

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Expertise in helping you understand social security.

How much income will your nest egg
​provide in retirement?