Our Services

 My Areas of Focus

These are my areas of focus which I will use to provide you with customized recommendations that will help you make financial decisions you feel good about.

Personal Needs Analysis

Financial security is often a major objective in each of our lives.  How financial security is defined varies from family to family individual to individual.  Through a personal needs analysis, I will let you know where you stand relative to where you want to and provide you with specific solutions that can help make your goals a reality.

Business Needs Analysis

Business owners have special needs.  I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability.  I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.

Retirement Solutions

Longer life expectancies and early retirements make sound insurance and investment choices essential.  I will help you prepare to enter your retirement years.

With increasing number of choices and ever-changing tax laws, the Seacoast Financial Network, LLC offers me access to financial advisors and specialists I can call upon for recommendations and assistance.  Pension plans, 401(k) and 403(b) plans, IRA's, Roth IRA's, mutual funds and annuites, as well as vairable and portfolio-based life insurance are ust some of the alternatives available to you.

Annuities

An annuity provides an income, payable at fixed or variable intervals, either immediately or at a future date.  I can show you how you can use an annuity to secure a source of inome for retirement to supplement your future financial needs. 

Estate Analysis

You work your whole life to build your estate.  You should have control over what happens to it upon your death.  Building a legacy takes more than simply accumulating a large portfolio.  You need solutions that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime, while you prepare for the efficient transfer of the assets after you die.