My Services

I offer independent financial management and advice in the following key areas:

*Investment planning, risk management, college funding, retirement planning, and estate conservation.

My services are designed to help you answer the following questions:

     *How can I get more from my investments?

     *How can I reduce my exposure to risk?

     *How much money will I need to live comfortably in retirement?

     *Am I saving enough?

     *What is the best way to save for college?

     *How can I help reduce estate taxes and preserve more of my assets for my heirs?

     *Do I have the right amount of life insurance?



Investment Planning

  • Investing Basics
  • Setting Investment Goals
  • Designing/Managing an Investment Portfolio
  • Handling Market Volatility
  • Asset Allocation and Diversification
  • Stocks, Bonds, CD's, Mutual Funds/ETFs
  • Managed Accounts

Education Planning

  • Saving for College
  • 529 Plans


Retirement Planning

  • IRAs, SEPs, Individual K Plans
  • Employer Sponsored Retirement Plans
  • Annuities (Fixed and Variable)
  • Strategies for Retirement Plan Distribution
  • Saving for Retirement
  • Planning for Income in Retirement

Insurance Planning

  • Protecting Your Loved Ones with Life Insurance
  • Estimating Your Life Insurance Needs
  • What Type of Life Insurance is Best for You?
  • Long Term Care Options
  • Life/Health/Medicare/Disability

CLICK HERE to Schedule Your Complimentary Consultation.