Merrill Lynch
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Service type
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Introduction: I provide planning for families in all areas of financial services by doing the following:
* I help people take control of their retirement assets by rolling over 401k plans.
* I make sure they have enough insurance to protect their loved ones.
* I help families save money to send loved ones to college while minimizing the use of loans.
* I assist people in reaching and maintaining a standard of living that they envisioned for retirement.
* I partner with bankers to provide traditional banking products (mortgages, lines of credit, savings, checking, etc.).
Please direct all inquiries to my contact information.
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