Products & 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, together we will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

 

Investment Planning 
Determining your asset allocation needs, based on your individual goals and risk tolerance. Helping you understand your risk tolerance and how it applies to your investment strategy. Recommending the appropriate investment vehicles to help you pursue your individual goals. 

Retirement planning 
Educating your to help you make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably and be able to afford to complete your personal bucket list. Managing assets during accumulation and distribution phases with a tax efficient, risk aware, goal oriented strategy.

Estate planning 
Reviewing your wills and trusts. Helping preserve your wealth for your intended heirs and charities. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors and helping your executor and attorney walk through the distributions at that most difficult of times.  

Risk management 
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation, goals and needs. Working with and around your available employer sponsored programs.

Education funding 
Recommending investment and accumulation strategies to help you pay for your children's education.  Helping work through the difficult decisions surrounding education vs retirement savings; and for those children who are not traditional college bound. 

Tax management 
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.  Walking through your tax returns with you, to make sure you have a complete understanding of your taxes.