I am a registered securities agent and a member of FINRA and SIPC. My goal as a registered agent is to develop a financial strategy that will help you plan for your future. There are three components taken into consideration when establishing your financial goals.
When assessing your financial plan, I also consider any tax implications, such as tax deductions and tax-free investments that can impact your retirement, investment, and college saving accounts.
If you are seeking to establish an Annuity, IRA or plan on rolling over your 401K we can help you with our complete selections of VOYA mutual funds.
We offer a full range of investment mutual funds from domestic equity to fixed income.
The college savings accounts also offer tax incentives, and are one of the best ways to save for your child’s college education.
Investment Broker License # 103863