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Services We Offer

Retirement & Pension Planning*  IRAs, Roth IRAs

  • Profit Sharing, SEPs
  • 401 (k), 403 (b)
  • Direct Rollovers of 401(k), 403(b) plans
  • Retirement Plans

Wealth Accumulation*

  • Fee-Based Accounts
  • Mutual Funds
  • Stocks
  • Bonds
  • 529/College Funding
  • Annuities
  • Variable Annuities

Planning* and Risk Management

  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Life Insurance
  • Insurance for Long Term Care

Seminars for Groups and Businesses on Investing Essentials

  • Turning Market Volatility to Your Advantage
  • Understanding Asset Allocation & Diversification
  • Why Long Term Care Insurance?
  • Individual Retirement Investing Strategies
  • Establishing and Maintaining a Stable Retirement Income
  • Many others topic available upon request

                * Offered through FSC Securities Corporation

 Securities, insuance and advisory services offered through FSC Securities Corporation, member FINRA/SIPC.  Kidder Financial Group is a marketing designation.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, FL, GA, ID, KY, MI, MS, MO, MT, NC, PA, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.