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.