Services

Everyone's situtaion is unique and has its own nuances. While developing a customized financial program, I will walk you through a step-by-step process to address your needs.

Once your goals have been established, I will customize and explain appropriate strategies to suit your vision and objectives. Listed below is an outline of my services:

 

Comprehensive Investment and Financial Planning of Retirement and Non-retirement Assets

Managing retirement and non-retirement assets leading up to and during retirement as well as asset transfers to designated beneficiaries and transfer on death requests.

Education Funding

Accumulation and investment strategies to provide for a child's education.  

Financial Education

Acquiring and maintaining financial independence provides choices, opportunities and security.  This is why I welcome and encourage my clients to bring in their new and younger family members so that they can build a strong financial foundation for themselves as well.

Ongoing Risk Management and Impact Analysis

Changes happen in life.  Sometimes they are foreseeable and sometimes they are not.  I provide an open policy to evaluate changes as they occur good or bad.  Sometimes that means making some changes, sometimes it does not but it is always important to evaluate a potential significant change to assess it's possible impact.