What we do for you!


While developing a customized financial plan, I will walk you through a painless process with the objective to help you become confident in your investment decisions.  Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives.  I will help you execute and maintain the plan utilizing the following services:


Investment Planning 

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


Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably.  Projecting retirement income figures.  Social security maximization strategies.


Tax management 

Work closely with you and/or your tax advisor for ways to help address your current and future tax burden.  End of year tax loss selling is reviewed every year.  Roth versus Traditional IRA contributions plus Roth Conversion strategies are analyzed.


Education funding 

Recommending investment and accumulation strategies to help you pay for your children's education. If appropriate, consider various 529 college savings strategies. Provide illustrations of the projected cost of higher education.


Estate planning 

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs by cleaning up beneficiary designations. Managing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 


Risk management 

Reviewing existing life insurance policies. Recommending policy changes when appropriate. Finding an appropriate policy to protect your loved ones and/or your estate.