Services How I Work My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being. Investments BondsCommon StockEducational IRATraditional IRARoth IRASEP IRASimple IRABrokerage AccountsTreasury BillsGovernment SecuritiesTreasury NotesVariable Annuity Financial Planning Retirement PlansTax Plans401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing Plans Insurance Disability Income InsuranceLife InsuranceLong-Term-Care Insurance For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you. email@example.com | 312-236-2500 Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops!