Mutual Funds, 529s, Annuities

Are you seeking to establish an education savings plan, mutual fund account, life insurance policy or annuity? As an independent advisor I have many options regarding this part of your savings & planning and seek to align you with the best companies, savings vehicles or protection product(s) given your specific goal(s).    There are no account minimums other than those set by the investment company or insurance company.   This can be a great way to get started in learning the basics of investing and beginning to save for your future.

If you have existing savings, annuity or insurance business with a bank, mutual fund, or insurance company and have not reviewed it in several years it is sensible to do so. Why? A company's performance and fiscal health can change over time as do tax laws impacting certain products and types of accounts. Insurance products are also always evolving to keep pace with market demands and regulatory developments. I will assess your current strategy with utmost objectivity and only recommend changes when truly advantageous to you.

The information provided on this page is general in nature and should not be construed as recommendations or investment advice. Always consult an investment professional regarding your unique situation. Keep in mind investing involves risk including the risk of loss. Investment decisions should be based on an individual’s own goals, time horizon and tolerance for risk.