My skill set and the services and products I offer assist the business owner, professional and entrepreneur in making quality long-term financial decisions.
Together we will focus on economic principals that promote maximum wealth building potential.
My comprehensive approach includes and is not limited to:
- Investments
- Stocks, bonds, mutual funds, Unit investment Trusts, Portfolio analysis and asset allocation
- Estate Planning, Will & Trust analysis
- Employee Benefits
- Retirement Planning
- Risk Management
- Medical Insurance
- Group, individual and HSAs
- Life insurance
- Personal, group, key person, buy-sell, etc.
- Disability Income insurance
- Personal, group, business overhead expense, buy-sell, key person, etc
- Long-Term Care Insurance
- Income tax management
- Buy-Sell funding strategies
- Business succession planning
- Executive compensation
- Personal planning
- College funding for children & grand children, cash flow management, etc
Collaborate with me and you’ll never look at your finances quite the same way again. I am passionate about the strategy behind your money decisions and all the emotions that go with them. Yes, I understand and I care.
If this is the kind of commitment you want for your financial well-being, call me to get acquainted over an hour-long, free consultation.
Download Confidential Questionnaire here.
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, (513) 794-6794
Licensed to sell insurance and annuities in
Minnesota, Wisconsin, Washington and Colorado.
Call today. Gain momentum tomorrow.
Take advantage of your free hour-long consultation and discover what expertise and enthusiasm can mean for your financial future.
Office 651-578-2961 ~ Cell 651-274-5424
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