Broker Check

Products & Services

Investments

  • Third-Party Money Managers (including PRI signatories and those listed in the USSIF database)
  • Mutual Funds (including faith based, screened, and socially responsible)
  • ETFs
  • Defined Benefit Plans
  • DC Plans: 403b, 401k, etc (including those with SRI/ESG investment options)
  • Owners Only 401(k)
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Executive Compensation Arrangements
  • Deferred Compensation
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 529/UGMA/UTMA
  • Variable, Fixed, and Indexed Annuities
  • Structured Products
  • Bonds
  • Common Stock

Fee-Based Financial Planning

  • Institutional Spending Policy Analysis
  • Investment Policy Statement Development and Review
  • Business Succession Planning
  • Retirement Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans (in conjunction with your attorney)
  • Tax Plans (in conjunction with your tax advisor, CPA, or Enrolled Agent)

Insurance

  • Buy/Sell Agreement Funding
  • Disability Buyout Funding
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Annuities