Services
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, a customized strategy is developed to suit your vision and objectives. My goal is to help you execute a sound financial program utilizing the following products and services, but not limited to:
- Managed Financial Programs
- Retirement Accounts i.e. IRA, 401k, SEP, etc
- Fixed Income Securities
- Equities
- Mutual Funds
- Insurance and Annuities
- ETFs
In addition, you will have access to the vast resources of RBC Correspondent Services through their clearing relationship with Cabot Lodge Securities, LLC to help develop a comprehensive investment plan.