Focus: Special Care, Business Owners, Insurance Strategies, Investment Strategies

Languages: English

I have been in service since 1985, and am licensed to sell Life & Health Insurance, and am registered to offer securities products. I have completed the Long Term care Master Class by the Corporation for LTC and am certified in Long Term Care. I am a LUTC instructor.

PRODUCTS & SERVICES  

• Financial Planning
• Planning for the Future of Children and
  Other Dependents (Special Needs Estate Analysis)
• Retirement Strategies; Pension Payout Alternatives
• Lump Sum Distribution Analysis
• Financial Needs Analysis
• Long Term Care Insurance

SMALL BUSINESS SUPPORT

• Employee Benefit Plans
• Medical, Dental, Short & Long Term Disability
• Group Life Insurance
• Personal Life Insurance and Mutual Funds by Payroll Deduction
• Retirement Plan Solutions
• Defined Benefit Plans
• Profit Sharing
• 401(k), 403(b), Keogh
• SIMPLE SEP, IRAs
• Key Employee Coverage
• Key Person Insurance/Disability Insurance
• Deferred Compensation
• Executive Bonus
• Salary Continuation
• Business Continuation
• Business Overhead Expense Coverage
• Funding Buy-Sell Agreements (Stock Purchase/Stock Redemption)
• Estate Analysis/Conservation
• Disability Buyout Insurance Protection

ORGANIZATIONS

• National Council of Returned Peace Corps Volunteers (RPCV)
• Special Olympics Basketball Coach
• Challengers Baseball Coach
• ARC of Northern Virginia Volunteer