My Services

 

With the help of Janney's specialists and resources, I am able to commit to helping you pursue your long-term financial goals. With these specialists in retirement planning and estate conservation, I can help you answer the questions you may have about your financial future, such as:

 


  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?



I can offer financial products and services tailored to your individual needs. I am committed to you for the long term.