My Services
I offer independent financial management and advice in the following key areas:
*Investment planning, risk management, college funding, retirement planning, and estate conservation.
My services are designed to help you answer the following questions:
*How can I get more from my investments?
*How can I reduce my exposure to risk?
*How much money will I need to live comfortably in retirement?
*Am I saving enough?
*What is the best way to save for college?
*How can I help reduce estate taxes and preserve more of my assets for my heirs?
*Do I have the right amount of life insurance?
Investment Planning
- Investing Basics
- Setting Investment Goals
- Designing/Managing an Investment Portfolio
- Handling Market Volatility
- Asset Allocation and Diversification
- Stocks, Bonds, CD's, Mutual Funds/ETFs
- Managed Accounts
Education Planning
- Saving for College
- 529 Plans
Retirement Planning
- IRAs, SEPs, Individual K Plans
- Employer Sponsored Retirement Plans
- Annuities (Fixed and Variable)
- Strategies for Retirement Plan Distribution
- Saving for Retirement
- Planning for Income in Retirement
Insurance Planning
- Protecting Your Loved Ones with Life Insurance
- Estimating Your Life Insurance Needs
- What Type of Life Insurance is Best for You?
- Long Term Care Options
- Life/Health/Medicare/Disability