Our Services
We serve individuals and businesses in all areas of financial management, including:
- Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement . - Tax Management
Making sure you don't pay a penny more than the law requires. Looking for ways to hel reduce your current and future tax burden. Referring you to qualified tax specialists. - Estate Planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. - Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. - Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education. - Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. Employee and executive benefits- Helping your business attract and retain qualified employees through benefit packages.
When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
Tax-reduction strategies
Investment management, including stocks and mutual funds
Retirement planning
Estate planning and preservation
Asset protection through insurance and annuity products