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How I Work

I provide assistance in the following areas:

Financial Planning Services -- Dynamic, comprehensive easy to understand software that helps clients see the "big picture", including an income and asset projection, over time. Click on the  link to see a Sample Plan.

Investment Management and Portfolio Analysis -- Access to a wide range of investments, including, investments with downside protection, mutual funds, ETFs, REITs, BDCs and alternative investments. Provide Quarterly Performance reports. 

Education Planning -- Assistance with education via 529 plans.

Goal Planning -- Can prepare an analysis and plan for a specific goal such as a home purchase.

Insurance -- Review of current insurance, insurance needed and best strategy to purchase coverage.

Employee Benefits -- Review of benefits at work including insurance and retirement plans.

Estate Planning Strategies-- Work with estate attorneys and CPAs to develop a plan for the preservation of wealth from generation to generation.

For more information about my firm and the services offered, send me a quick email or call the office. I welcome the opportunity to speak with you.   |  561-333-7391