How Can We Help You?

Let me lead you down the path to your goals

 

HOURLY CONSULTING:
General consulting, investment planning and analysis, budgeting, retirement planning, insurance needs analysis, education planning, and more.  

FLAT FEE FINANCIAL PLANNING:  
Financial Planning is a collaborative process that helps maximize your potential for meeting life goals through financial advice that integrates relevant elements of your personal and financial circumstances.

These engagements can be comprehensive, or targeted to specific goals such as:
Retirement Planning, Education Planning, Major Purchase Planning, Life Insurance Needs, Disability Insurance Needs, Long-Term Care Needs, Estate Planning Needs

 

INVESTMENT MANAGEMENT:
Maintaining and managing assets using a variety of investment strategies and vehicles such as mutual funds, stocks, bonds, exchange traded funds (ETFs), alternative investments, insurance, annuities and more.

There are many products that can be utilized, finding the right one/ones for your unique situation is imperative.                                                                                      

 

In most cases, for all of the options above, I'll ask you to review and complete a confidential client profile questionnaire to help me better understand your situation.

Furthermore, my commitment to you is an ongoing and evolving process. As your circumstances change, we will adapt and develop appropriate strategies to address your changing needs.

 

*All investing involves risk including loss of principal. No strategy assures success or protects against loss.