My clients receive my help in the following areas:
❖ Investments; Mutual Funds, Unit Investment Trusts (UIT), Exchange Traded Funds (ETFs)
❖ Annuities; Fixed, Indexed, Buffered/ Registered, Variable
❖ Life Insurance; Term, Whole Life, Universal Life
❖ Long-term care
❖ Assisted Living
❖ Qualified retirement plans/IRA distributions
❖ 401K Transition Assistance; Severance packages
❖ Corporate executive stock options
❖ Business succession planning
❖ Retirement planning
❖ Gifting to children/descendants
❖ Charitable gifting
❖ Titling of assets
❖ Estate Planning
❖ Trust planning
❖ Executor/successor trustee issues
❖ Distribution of wealth at death
❖ Charitable inclinations at death.
I’VE BEEN THERE TOO
My passion is to help people through life changes:
⮚ Death of a loved one; Widows and Widowers
⮚ Divorce
⮚ Retirement
⮚ Marriage
⮚ Relocation to a new city
RETIREMENT MAY BE CLOSER
THAN YOU THINK
I have helped people retire from these companies and I want to help you.
✔ Nissan Automotive
✔ Rich Products
✔ General Mills
✔ Middle Tennessee State University
✔ Middle Tennessee Electric
✔ Verizon Wireless
✔ Rutherford County Government
Please contact me for an initial consultation. You may be able to retire sooner than you think!