My number one priority is to do everything in my power to preserve my client's capital and wealth. Drawing on my knowledge, know-how, experience, and comprehensive planning tools, I strive to help them build the financial freedom they so desire. I am licensed to sell insurance and securities products.
*Life Insurance
*Securities: stocks, bonds, options, mutual funds
*Disability Income Insurance
*Fixed and Variable Annuities
*SEP, SIMPLE, 401(k) and 403(b) Plans
*Employee Benefit Plans
*Business Succession Plan Funding Strategies
*Estate Conservation Strategies
*Long Term Care Insurance
*Education Funding Strategies
*Traditional & Roth IRA’s
*Pension Distribution/Rollover
I will work with you and your tax and legal advisers to help you select the most appropriate products to suit your specific needs and circumstances. For a list of states in which I am registered to conduct securities business, visit my website at: www.partnerswealth.net
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member
FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Partners Wealth Management are not affiliated. Specialties: Comprehensive financial planning, estate planning, retirement planning, college funding, and succession planning.