Broker Check

Services

Investment Management

Portfolio and asset management

Asset Allocation

Comprehensive advisory solutions

Brokerage services and accounts (Mutual Funds, Stocks and Bonds)

Stockbroker

Investment Advisor Representative

Tax-advantaged investing – Municipal Bonds

Alternative investments

Other investing ideas

Cash management

Retirement Income Planning

Individual Retirement Accounts

Roth IRA's

Traditional IRA's potentially deductible IRA's

IRA rollover specialists - retiring or changing jobs

Company sponsored retirement plan distributions

Retirement savings strategies

401k rollover or IRA rollover decisions and opportunities

Required Minimum Distributions (RMDs) from retirement plans

Roth IRA conversions

Consolidate retirement accounts and assets

In-service withdrawals

Wisconsin state retirement system pension plan

Pension plan distribution options

Lump sum distribution vs. monthly pension payment decisions

Comprehensive Financial Planning and Estate Planning

Retirement and educaiton planning

Tax Planning

Weatlh Transfer

Charitable giving and donations

Education Planning and College Savings

529 College Savings Plans

Coverdell Education Savings Accounts (ESA)

Wisconsin (WI) Tomorrow's Scholar and Edvest 529 College Savings Plan

529 Giftng and Accelerated Gifting and Contributions to 529 Plans

Using a Roth IRA to pay for college costs

Risk and Liability Management

Income protection strategies

Insurance

Lending services

Fixed and Variable Annuities

Long-term care insurance

Business Retirement Plans

Establish or set up a business retirement plan

Qualified Plan creation and set up

Defined Contribution and Defined Benefit Plans

SIMPLE IRA Plan – Savings Incentive Match for Employees (SIMPLE)

SEP IRA Plan - Simplified Employee Pension (SEP)

401(k) Plans

Safe Harbor 401(k) retirement plans

Individual 401k plans

Profit Sharing Plans

New Comparability Plan Designs

Roth 401k retirement plans

Individual Roth 401(k) plans

403(b) Plans

457(b) Plans

Cash Balance Pension Plans

Financial and Estate Planning

Retirement and education planning

Tax planning

Wealth transfer

Charitable giving

Risk and Liability Management

Income protection strategies

Insurance

Lending services

Fixed and Variable Annuities

Long-term care insurance