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Services

I help individuals and business owners in all areas of financial planning, 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.

 

  • 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.

 

  • Tax Efficient Strategies*
    Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

 

  • Risk management and Insurance
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

 

  • 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.

 

  • Education Funding
    Recommending investment and accumulation strategies to help you pay for your children's education.

 

  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.