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I do a comprehensive financial plan, personalized to meet their needs, whether it be a single person, a couple, or a business. After that has been completed I prepare a Portfolio Binder with the details of their investments and the plan for them , showing the income, expenses with inflation, and investment order, taxes, Social Security benefits, and everything pertaining to their retirement. We will implement the plan and continue to work with them in reviews to be sure they are on track. I also will review tax savings where possible. Explain an IRA Roth Conversion if it would be advantageous for them and their legacy. _x000D_ _x000D_ I also work with younger folks to prepare for retirement and help them to build a savings for retirement._x000D_ _x000D_ Life Insurance is another avenue I work in as well. I also show folks how to utilize annuities to create income for life in retirement and starting investing in annuities to build a higher income for retirement without the risk.
| Type | State | Agency | Certificate # |
|---|---|---|---|
| WOSB | National | Small Business Administration (SBA) | — |
CLARKSBURG, PA
Provides industrial maintenance service of rotating turbine equipment using local union employees. Fabrication shop for custom miscellaneous metals using stainless steel, mild steel, and aluminum.; ; Other Building Equipment Contractors; Fabricated structural metal manufacturing; Ornamental and Architectural Metal Work Manufacturing
Philadelphia, PA
Portfolio Management and Investment Advice; Insurance Agencies and Brokerages; All Other Insurance Related Activities; Pension Funds; Health and Welfare Funds; Human Resources Consulting Services
PITTSBURGH, PA
236115 - New Single-Family Housing Construction (except For-Sale Builders) (SPECIFICALLY: CONSTRUCTION MANAGEMENT); 236116 - New Multifamily Housing Construction (except For-Sale Builders) (SPECIFICALLY: CONSTRUCTION MANAGEMENT); 236118 - Residential Remodelers (SPECIFICALLY: CONSTRUCTION MANAGEMENT); 236220 - Commercial and Institutional Building Construction (SPECIFICALLY: CONSTRUCTION MANAGEMENT); 523940 - Portfolio Management and Investment Advice (SPECIFICALLY: MUNICIPAL ADVISOR ONLY); 541219 - Other Accounting Services (SPECIFICALLY: ACCOUNTING AND INCLUDING AUDITING SERVICES); 541611 - Administrative Management and General Management Consulting Services; 561320 - Temporary help services (SPECIFICALLY: IN THE ACCOUNTING AND ADMINISTRATIVE ARENAS)
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