Services
As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, and Chartered Alternative Investment AnalystSM, I specialize in comprehensive financial planning, divorce financial planning, and alternative investment strategies. Working with clients in my local Little Rock, Arkansas community, as well as across the country, I can offer the following services and products:
Investments
- Bonds
- Common Stocks
- Traditional, Roth, SIMPLE, and SEP IRAs
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) and 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance