Products & Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

Portfolio Management
Ongoing portfolio management consistent with your goals and risk tolerances for growth and income using individual securities, bonds and mutual funds.

Retirement planning 
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 

Tax management 
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 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. 

Investment Planning 
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.