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Services We Offer

Retirement & Pension Planning*  IRAs, Roth IRAs

  • Profit Sharing, SEPs
  • 401 (k), 403 (b)
  • Direct Rollovers of 401(k), 403(b) plans
  • Retirement Plans

Wealth Accumulation*

  • Fee-Based Accounts
  • Mutual Funds
  • Stocks
  • Bonds
  • 529/College Funding
  • Annuities
  • Variable Annuities

Planning* and Risk Management

  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Life Insurance
  • Insurance for Long Term Care

Seminars for Groups and Businesses on Investing Essentials

  • Turning Market Volatility to Your Advantage
  • Understanding Asset Allocation & Diversification
  • Why Long Term Care Insurance?
  • Individual Retirement Investing Strategies
  • Establishing and Maintaining a Stable Retirement Income
  • Many others topic available upon request

                * Offered through FSC Securities Corporation

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Securities, insurance and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Kidder Financial Group is a marketing designation.
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Check the background of this financial professional on FINRA's BrokerCheck.