Products & Services

I enjoy working with goal orientated clients who want to plan ahead for their future and develop a long term financial strategy with the help from a trusted financial advisor. Some of the services I offer include:

Investments

My objective is to create an investment portfolio that is appropriately diversified and invested based on each individual client needs. Below is a list of various investments I can utilize:

  • Bonds
  • Common Stocks
  • Traditional, Roth, SIMPLE, and SEP IRAs
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Exchange Traded Funds (ETFs)
  • Real Estate Investment Trusts (REITs)

Financial Planning

  • Comprehensive Financial Planning
  • Investment Advice, Tax Strategies, Asset Management
  • 401(k) and 403(b) Planning
  • Retirement Planning and Income Strategies: I work with clients in all phases of retirement planning, from building assets to transitioning into retirement and maintaining a steady income. Through this process, my goal is to help clients plan and invest for a financially secure retirement.
  • Saving for Education: as college tuition costs continue to rise, you may worry about how to balance your child or grandchild’s education needs with your own retirement needs. I can help education clients on their different savings options and find an appropriate balance between saving for a child or grandchild’s college tuition while also saving for retirement.
  • Estate Plan & Wealth Preservation Planning: The ultimate distribution of our estates is an important consideration for all of us, yet preserving wealth and transferring an estate to your heirs can be complicated and confusing.  Sometimes, due to taxes, the process of distributing our estates to our heirs may be a very costly process. Appropriate estate planning may help reduce these expenses and help pay them in a cost-effective, tax-efficient manner. I can assist clients with articulating their estate planning needs and coordinate the work of other professionals who may be needed, such as an attorney or Certified Public Accountant (CPA).

Insurance

  • Disability Income Insurance
  • Life Insurance: Term, Whole and Variable Life Insurance
  • Long-Term-Care Insurance

In any financial strategy, it’s important to protect the assets you’re building and preserving. Having the right insurance can be central to helping make this happen. I can help clients address their insurance needs and assess appropriate options, including life insurance, long-term care insurance, and disability insurance.

 

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