Broker Check

Products & Services

I provide assistance in the following areas:

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts and Advisory Accounts
  • Bonds
  • Common Stock
  • Educational IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable, Fixed Indexed and Fixed Annuities

Financial Planning

  • Retirement Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Planning Strategies

Insurance

  • Life Insurance
  • Long-Term-Care Insurance


LPL Financial and Stratos Wealth Partners do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their personal circumstances.