Financial Profile and Insurance

I offer a very thorough profile when meeting with new clients. This includes insurance to satisfy the family or beneficiaries in the event of premature death or disability. My future-building blocks use insurance as a major stabilization for any financial plan; with time horizon, risks to market and protection. I have always believed that the profile is key to assist the broker in understanding his client's concerns. There is no set plan for everyone. It is my responsibility to help you achieve your financial goals with a thorough understanding of how to invest within your risk comfort levels.

In addition to insurance, your profile can include the following options.

Retirement Plans

IRA, traditional
IRA, simple
IRA, Roth
SEP
401k
Profit Sharing Plans
Keogh Plans
Rollovers

Insurance Products

Fixed Annuities
Term Insurance
Variable Insurance
Whole Life Insurance
Universal Life Insurance
Buy/Sell Agreements Funded Through Insurance

Individual Stocks and Bonds

Mutual Funds through leading, established companies i.e. Fidelity, Franklin Templeton, American, Oppenheimer

Variable Annuities

Nationwide, Allianz, Prudential, Sun America, more available

Alternative Investments

Real Estate Investment Trusts (REIT'S) Business Development Companies (BDC's), Unit Investment Trusts (UIT's),

Tactical Income Series. Individual Corporate Bonds, Municipal Bonds. Structured Products.