Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help address short- and long-term goals.

For employers, I can offer assistance with savings and pension plans.

• 401 (k) retirement plans and Individual Retirement Accounts
• 529 qualified tuition plans
• Annuities
• Mutual funds
• Certificates of Deposit
• U.S. Treasuries Securities
• Group retirement and savings plans