Services Offered

I serve individuals and businesses in a variety of areas of financial services:

• Retirement planning
  Helping you make the most of your employer-sponsored retirement plans and IRAs as well as determining how much you need to retire comfortably. Helping you manage assets before and during retirement.

• Tax Reduction Strategies 
  Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

• Estate planning
  Reviewing your wills and trusts. Helping to 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.

• Risk management
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

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

• Investment Services
  Helping you determine your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you pursue your goals.

• Employee and executive benefits
  Helping your business attract and retain qualified employees through benefit packages.