Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:


  • Retirement planning- including qualified plans, 401(k), SEP, Simple IRAs and IRAs for individuals and  businesses
  • Investment management*, including ETFs* and mutual funds*
  • Individual financial risk management
  • Education Savings plans including 529 and CESAs
  • Asset protection through insurance and annuity products
  • Business continuation strategies



 


 


 


 


 


Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.