All Types of Investments
Private Wealth Management
Fee Based Advisor Services
401k, 403B, TSP, Roll Overs,
IRA & Roth IRA
Independent Insurance Broker
Annuities, Life Insurance
Asset Base Long Term Care
Social Security Education and Planing
Medicare Supplements, Advantage & Drug Plans.
Federal Employee Advocates,
Experienced with CSRS, FERS, and TSP.
Assist College Planning & College Funding Solutions
Educational Seminars and Webinars - check listing.