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How I Work

I provide assistance in the following areas:

Financial Planning Services -- Dynamic, comprehensive, easy to understand reports that help clients see the "big picture" including income and asset projections, over time. 

Investment Management and Portfolio Analysis -- Access to a wide range of investments, including mutual funds, ETFs, stocks, bonds and alternative investments with downside protection. 

Quarterly Performance Reports and Annual Reviews -- Ongoing monitoring and communication. 

Education Planning & Goal Planning -- Preparation of an analysis or a plan for a specific goal such as a home purchase or a child's education needs.

Insurance -- Assessment of current insurance and coverage needed.

Employee Benefits -- Review of your employer benefits including insurance and retirement plans.

Estate Planning Strategies-- Work with your estate attorneys 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