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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

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Securities, insurance and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Kidder Financial Group is a marketing designation.
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This communication is strictly intended for individuals residing in the state(s) of AL, FL, GA, ID, KY, MI, MS, MO, MT, NC, PA, SC, 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.