All Types of Investments

• Private Wealth Management.
• Stock, Bonds, Real Estate, Gold, Silver, Structured Notes.
• Fee Based Advisor Services
• 401k, 403B, TSP, Roll Overs, 
• 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 Advocates, 
• Experienced with CSRS, FERS, and TSP.
• Assist College Planning  & College Funding Solutions
• Educational Seminars and Webinars - check listing.

​

Expertise in helping you understand social security.

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