Our Products

My position as a Financial Advisor with Voya Financial Advisors, allows me to provide a wide variety of financial products to our clients.  Our goal is to meet and exceed all of your financial goals.  

We offer products that will help you:

Invest In Your Goals:

  • Investment Accounts which include: Stocks, Bonds, CDs, Mutual Funds, ETFs, UITs, Real Estate Investment Trusts
  • Retirement Planning, which includes:  Traditional IRA, Roth IRA, IRA & 401(k) Rollovers
  • Annuities:  Variable, Fixed, & Indexed Annuities
  • College Funding:  529 Plans, Coverdell Savings Accounts, UGMAs, Cash Value Life Insurance, Roth IRAs

Minimize Your Risks:

  • Life Insurance - Term, Whole Life, Universal Life, Variable UL, Survivorship UL
  • Disability Insurance - Traditional, High Limit, Short or Long Term
  • Long Term Care Insurance - Individual or Shared
  • Diversify Your Investment Portfolio - Globally Across Multiple Sectors

Plan For Your Legacy:

  • Business Succession Planning - Life Insurance Buy-Sell Agreements
  • Trusts - Revocable Living Trusts, Marital & Family Trusts, Special Needs Trusts
  • Estate Planning Strategies - Planned Giving, Charitable Trusts, Irrevocable Life Insurance Trusts, Testamentary Trusts

 

We offer Solutions for Business such as:

  • Retirement Plans - 401(k), 403(b), Simple IRA, SEP IRA, Profit Sharing
  • Cash Management - Money Markets, CD Ladders, Short Term Bonds