While developing a customized financial program, I will walk you through a step-by-step process that can help make you feel confident in your decisions.

Once your goals have been established, I 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:

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. 

Tax Management

Looking for ways to help reduce your current and future tax burden. 

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Coordinating with your tax and legal advisors. 

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation. 

Education Funding

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

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you manage and work towards your goals. 

Life Insurance and Long-Term Care Planning

Reviewing your current life insurance policies, coverage amounts and proposing upgrades or replacements when necessary. Reviewing long-term care needs and policy types to best fit a plan.