Helping plan prosperous futures for you and your employees with:
-Low-cost, tax-managed investing
-Financial and retirement planning
-Income distribution planning
-SEP/SIMPLE IRAs
-401k, 403b and defined contribution plans
-Cash balance and pension plans Are your investment or retirement plan expenses too high? Want better investment options than you currently have? If that's you, I can help.
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[email protected] | 757-447-2750
I offer comprehensive financial services for successful individuals and families. I also manage employer-sponsored retirement plans for businesses and non-profit groups, and oversee the financial affairs of a select group of plan sponsors and participants. Specialties:
► Low-cost, tax-managed portfolio construction and asset management
► 401(k), 403(b), profit sharing, ESOP, and other defined contribution plans
► Cash balance and traditional defined benefit plans
► SEP/SIMPLE IRAs
► Income distribution planning
► Non-qualified deferred comp
Here's what I can do for you right now:
� Select, monitor, and benchmark your investments
� Improve your plan design, costs or features
� Show you how to maximize contributions for owners and key employees
� Help you lower your taxes
� Guide you to invest more and pay less
I maintain high standards of integrity and professionalism, and strive to outwork my competitors. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.