My Services

I am dedicated to providing excellent customer service.  I work to develop strong relationships with my clients so that I can understand their goals and dreams.  I then work with my clients to develop a strategy to help them reach their goals.  This includes:

I use a wide range of products and services to help clients implement their strategies.  Meeting periodically with clients, I track progress and make adjustments to the strategy as needed.  I strive to become my client's trusted professional.

To execute a sound strategy, you can utilize the following products and services:

  • Personal retirement plans including Tradition IRAs and Roth IRAs
  • Business retirement plans including 401(k)s (pre-tax and Roth style), 403(b)s, SEP IRAs and SIMPLE IRAs
  • Education Savings Plan
  • Retirement Strategies
  • Tax-Advantaged Investing
  • Mutual funds#
  • Life insurance
  • Fixed* and Variable# Annuities
  • Long Term Care Insurance

Click or call to schedule you complimentary consultation today.

+Neither GOODYEAR Financial, nor its agents, provides tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional prior to making any decisions.

#  Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC).

*Issued by New York Life Insurance Company and New York Life Insurance and Annuity Corporation, a wholly owned subsidiary of New York Life.

 

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