When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

• Tax-minimization strategies
  
• Investment management, including stocks (Series 7 only) and mutual funds
  
• Retirement strategies
  
• Estate planning and preservation strategies
  
• Farm and small business focused
  
• Asset protection through insurance and annuity products