CONNECT

Address:

1300 Ridenour Blvd, Suite 100
Kennesaw, GA 30152

Phone:

678 819-3765

Fax/Other:

678 228-1946

Insurance and Investment Planning

INSURANCE AND INVESTMENT PLANNING

  • Investment Portfolio Evaluations
  • Comprehensive Financial Plan and Budgeting Analysis                                                                                       
  • Mutual funds, Bonds, UIT’s
  • Annuities
  • Rollovers from 401 (k), 457, 403 (b), & 401 (a)
  • College Funding
  • Qualified and Non-Qualified Plans
  • IRA’S – SEP – 401 (K) Plans
  • Roth IRA’S
  • Roth IRA Alternative
  • Life Insurance Reviews
  • Individual and Group Life, Medical, Disability, Health
  • Long Term Care / Chronic Illness    
  • Credit Repair Services   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

EDUCATIONAL WORKSHOPS & SEMINARS

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck